Charlie Coker
Atlanta,GA
Overview
2
2
years of professional experience
Work History
Summer Intern
Arcus Capital Partners
Atlanta , GA
05.2024 - 08.2024
- Attended meetings with wealth management professionals to gain insight into portfolio construction, market conditions, and client relationship management.
- Participated in daily market briefings and investment programs covering current market trends, economic developments, and investment strategies
- Built foundational knowledge of the wealth management industry and financial advisory process through hands-on exposure to day-to-day operations.
Rental Associate
Island Bikes & Outfitters
Edisto Island, South Carolina
05.2023 - 08.2023
- Delivered customer service by assisting guests with golf cart, bicycle, and beach equipment rentals.
- Managed rental check-in and return processes, ensuring accurate documentation and readiness of equipment.
- Guided customers in selecting rental equipment, providing clear instructions for safe usage.
- Coordinated delivery and pickup of rental equipment across Edisto Beach area.
- Conducted routine cleaning, inspection, and basic maintenance of golf carts, bicycles, and rental equipment
Cashier
The Fresh Market
Atlanta, Georgia
05.2022 - 08.2022
- Processed customer transactions efficiently and accurately at The Fresh Market.
- Assisted customers with product inquiries and recommendations in-store.
- Handled cash, credit, and gift card transactions with precision.
Education
BBA - Finance
University of Mississippi
Oxford, MS08-2026
Skills
- Financial analysis
- Investment strategies
- Customer relationship management
- Market research
- Portfolio management
- Effective communication
- Problem solving
- Tech-Savvy
- Teamwork and collaboration
- Adaptability and flexibility
Timeline
Summer Intern
Arcus Capital Partners
05.2024 - 08.2024
Rental Associate
Island Bikes & Outfitters
05.2023 - 08.2023
Cashier
The Fresh Market
05.2022 - 08.2022
BBA - Finance
University of Mississippi