Connor Ridenour
Seattle,WA
Summary
Detail-oriented Business Leadership Student with experience in financial services and investment analysis. Expertise in Excel and Bloomberg Terminal enhances analytical capabilities and client support. Committed to driving effective financial outcomes through professional communication and leadership.
Overview
1
1
year of professional experience
Work History
Client Service & Private Markets Intern
Cercano Management LLC
Bellevue, Washington
05.2025 - 08.2025
- Analyzed private credit & investment data to support tailored portfolio allocations for 8+ clients.
- Reviewed and proofed key reports, identifying errors that enhanced accuracy of client deliverables.
- Assisted in identifying high-return investment opportunities using Bloomberg Terminal research and financial analytics.
- Supported client service and business development, leading to quicker turnaround and increased client satisfaction.
- Evaluated and organized portfolio information for $2.5b+ in assets across 10+ accounts and 20+ reports.
Treasurer & Brotherhood Chair
Phi Delta Theta - Puget Sound
Tacoma, Washington
02.2024 - 05.2025
- Strengthened financial stability by establishing reserve funds and streamlining expense tracking processes.
- Managed chapter expenses and tracked spending for 20+ events, keeping costs under budget by 30%.
- Maintained accurate financial records, ensuring responsible stewardship of chapter funds.
- Coordinated fraternity events for 80+ members, enhancing engagement and participation.
- Collaborated with chapter leadership to plan programming and support organizational goals.
Education
Bachelor of Arts - Business Leadership Program
University of Puget Sound
Tacoma, WA05-2026
Skills
- Investment analysis and portfolio evaluation
- Financial modeling and quantitative analysis
- Bloomberg Terminal
- Leadership and problem solving
- Microsoft Excel: pivot tables, VLOOKUP, data visualization
- Client relationship management and business development
Timeline
Client Service & Private Markets Intern
Cercano Management LLC
05.2025 - 08.2025
Treasurer & Brotherhood Chair
Phi Delta Theta - Puget Sound
02.2024 - 05.2025
Bachelor of Arts - Business Leadership Program
University of Puget Sound