Chase Rubendall
Fleetwood,PA
Summary
Driven second-year business student specializing in financial services, seeking a financial advising/analyzing internship to apply financial analysis, forecasting, and client advisory skills. Proficient in Microsoft Excel, financial management, and accounting principles, with a strong ability to analyze data and provide strategic insights. Passionate about expanding knowledge in financial advising, eager to learn how to help clients make informed financial decisions through planning and strategy.
Overview
2
2
years of professional experience
Work History
Business Owner
Apex Commerce
Fleetwood, PA
10.2024 - Current
- Launched and operated a profitable e-commerce company targeting technology-related products.
- Established transparent and effective business relationships through strategic negotiations with suppliers.
- Managed financial operations, including budgeting, cash flow forecasting, and expense tracking, while ensuring efficient capital allocation and financial sustainability.
- Conducted extensive market research to identify new products and trends in multiple online marketplaces.
Sales Representative
Mast Roofing
Oley, Pennsylvania
09.2022 - 06.2023
- Developed customer relationships by advising on roofing assessments and arranging timely repairs or replacements.
- Negotiated pricing and service terms with prospective clients, leveraging financial reasoning to finalize agreements.
- Interacted with a wide range of customers using effective communication techniques to better understand their needs.
Education
BBA - Financial Services
Pennsylvania State University - Berks Campus
Reading, PA05-2027
Skills
- Microsoft Excel
- Financial Forecasting
- Accounting Principles
- Customer Service
- Financial Management
- Strategic Planning
- Client Relations
- Negotiation/Persuasion
Timeline
Business Owner
Apex Commerce
10.2024 - Current
Sales Representative
Mast Roofing
09.2022 - 06.2023
BBA - Financial Services
Pennsylvania State University - Berks Campus
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