Summary
Overview
Work History
Education
Skills
Timeline
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Connor Parks

Dublin,OH

Summary

Personable candidate committed to helping clients meet financial goals. Extensive experience developing and implementing investment strategies tailored to client's individual needs and objectives. Passionate about providing sound financial advice and helping clients reach financial goals.

Overview

4
4
years of professional experience

Work History

Private Wealth Management Intern

UBS Financial Services
05.2022 - Current
  • Assisted in portfolio optimization for improved risk-adjusted returns.
  • Prepared meeting materials for quarterly reviews, presenting a clear picture of portfolio performance against benchmarks.
  • Researched current economic trends and investment opportunities to stay abreast of financial markets.
  • Collaborated with senior advisors on high-net-worth client accounts, ensuring quality service and tailored solutions.
  • Participated in weekly team meetings to discuss market trends, industry news, and individual client needs.

Golf Shop Attendant

The Ridge Golf & Gardens
05.2020 - 07.2021
  • Enhanced customer satisfaction by providing exceptional service and addressing inquiries in a timely manner.
  • Improved efficiency of daily operations by managing the cash register, processing transactions, and reconciling end-of-day reports.
  • Assisted golf professionals with various tasks, including tournament preparation and execution.

Education

Bachelor of Science - Finance

University of Cincinnati
Cincinnati, OH
05.2024

Skills

  • Time Management
  • Team Collaboration
  • Microsoft Excel
  • Telephone Etiquette
  • Problem Solving
  • Computer Literacy

Timeline

Private Wealth Management Intern

UBS Financial Services
05.2022 - Current

Golf Shop Attendant

The Ridge Golf & Gardens
05.2020 - 07.2021

Bachelor of Science - Finance

University of Cincinnati

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Connor Parks