Summary
Overview
Work History
Education
Skills
Timeline
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Claudia Restler

Santa Clara,CA

Summary

Highly motivated summer analyst with desire to be challenged. Carries strong work ethic, adaptability, and competitive edge, developed through over 10 years of competing on an elite soccer team. Thrives in fast-paced environments where individual contributions drive team success.

Overview

5
5
years of professional experience

Work History

Summer Analyst

Rockefeller Capital Management
Los Gatos, CA
06.2025 - 08.2025
  • Integrated CRM data across multiple systems, centralizing information for over 50 households.
  • Participated in due diligence meetings with private equity funds and asset managers, gaining exposure to institutional-grade investment opportunities.
  • Conducted equity research and company analysis using Bloomberg Terminal to support investment decisions.

Peer Educator

Santa Clara University
Santa Clara, CA
09.2024 - 06.2025
  • Conducted financial analysis workshops for over 30 students using strategic business simulation platform.
  • Mentored students on effective financial decision-making strategies applicable to simulations and real-world scenarios.
  • Facilitated class discussions on corporate strategy to enhance understanding of key performance metrics for data-driven decisions.

Head Lifeguard & Bartender

Dunwoody Country Club
Dunwoody, GA
05.2020 - 08.2023
  • Managed aquatic operations and supervised a team of eight in effectively ensuring member safety.
  • Achieved Employee of the Month award for exceptional leadership in June 2021.
  • Transitioned to F&B as bartender, managing high-volume service during peak periods.
  • Executed daily account reconciliation and inventory management to maintain accurate financial records.

Education

Bachelor of Science - Finance & Real Estate

Santa Clara University
Santa Clara, CA
05-2027

FM 250 - Asset Markets And Corporate Finance

London School of Economics
London, ENG
07-2024

High School Diploma -

St. Pius X Catholic High School
Atlanta, GA
05-2023

Skills

  • Analytical problem solving
  • Customer relationship management
  • Data interpretation
  • Project coordination
  • Leadership
  • Effective communication

Timeline

Summer Analyst

Rockefeller Capital Management
06.2025 - 08.2025

Peer Educator

Santa Clara University
09.2024 - 06.2025

Head Lifeguard & Bartender

Dunwoody Country Club
05.2020 - 08.2023

Bachelor of Science - Finance & Real Estate

Santa Clara University

FM 250 - Asset Markets And Corporate Finance

London School of Economics

High School Diploma -

St. Pius X Catholic High School

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