Colby Julsonnet
Leominster,ma
Summary
I am an analytical and strategic thinker with a background in financial and investment analysis. Known for high productivity levels and the ability to efficiently complete tasks, ensuring accuracy and timely management of projects. Also, possess specialized skills in market research, risk assessment, and portfolio management along with exceling at communication, problem-solving, and adaptability, making complex financial concepts understandable and actionable for diverse audiences.
Overview
5
5
years of professional experience
Work History
Investor Services Intern
Franklin Templeton Investments
Remote, Massachusetts
12.2024 - Current
- Participated in training sessions related to regulatory requirements or best practices in the industry.
- Responded to client inquiries and requests for information in a timely manner.
- Monitored market conditions daily to identify trading opportunities that could benefit clients' portfolios.
- Process client transactions in a timely manner.
- Advised investors on tax implications associated with their investments.
- Informed investment decisions by analyzing financial information to forecast business, industry or economic conditions.
Golf Caddy
Worcester Country Club
Worcester, MA
05.2022 - Current
- Coordinated with other caddies and course staff for smooth play.
- Carried golf bags and equipment around the course efficiently.
- Communicated proactively to resolve disputes or handle complaints.
- Assisted golfers with decision-making strategy and course analysis.
Customer Service Representative
Market Basket
Leominster, MA
08.2019 - 08.2024
- Provided accurate information about products and services to customers.
- Provided top quality control and eliminated downtime to maximize revenue.
- Collaborated with sales team members to stay current on inventory levels and resolve item issues.
- Remained calm and professional in stressful circumstances and effectively diffused tense situations.
- Developed strong customer relationships to encourage repeat business.
Education
BBA - Finance
UMass Lowell
Lowell, MA04-2027
High School Diploma -
Leominster High School
Leominster, MA05-2023
Skills
- Market research
- Microsoft Excel
- Market trends
- Data interpretation
- Problem-solving
- Financial analysis
- Financial software
- Equity research
- Effective communication
- Asset allocation
- Investment support
- Project finance modeling
- Quantitative finance
- Business planning
Timeline
Investor Services Intern
Franklin Templeton Investments
12.2024 - Current
Golf Caddy
Worcester Country Club
05.2022 - Current
Customer Service Representative
Market Basket
08.2019 - 08.2024
BBA - Finance
UMass Lowell
High School Diploma -
Leominster High School
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