Conor Mahony
Mahwah,NJ
Summary
Dynamic finance professional with a strong foundation in team collaboration and client engagement, developed through diverse experiences in customer service, operations, and competitive sports. Exceptional time management and public speaking skills complement a proven ability to enhance financial processes and elevate client satisfaction. Committed to leveraging these competencies in a challenging finance role within the NYC area, bringing a proactive approach to problem-solving and adaptability. Thrives in dynamic environments while ensuring seamless experiences and contributing to overall organizational success.
Overview
4
4
years of professional experience
Work History
Intern
Oppenheimer & Co
Florham Park, NJ
06.2025 - 07.2025
- Acquired comprehensive understanding of operational processes to enhance service delivery in wealth management.
- Executed comprehensive research on equities and funds through Bloomberg Terminal to support portfolio management.
- Engaged with multiple fund managers to discuss investment strategies and portfolio performance.
- Assisted advisors in preparing for client meetings to enhance communication and service delivery.
- Acquired comprehensive knowledge of daily operations within a successful wealth management group.
- Contributed to creation of financial models aimed at supporting informed investment analysis and strategic decision-making.
Caddie & Bagroom Staff
Lehigh / Edgewood Country Club
Allentown, PA / Riverdale, NJ
09.2023 - Current
- Provided insightful recommendations based on individual player strengths and course conditions.
- Optimized golf club operations to facilitate timely tee-off schedules.
- Implemented regular inspections and improvements of practice facilities to enhance overall member enjoyment.
- Responded to member inquiries with thorough golf-related information, ensuring clarity and satisfaction.
- Nurtured positive connections among members to strengthen club loyalty.
- Acknowledged for consistent reliability and exemplary work ethic.
Operations Manager
Snow Removal Service
Mahwah, NJ
12.2021 - 03.2024
- Supervised comprehensive snow clearing on multiple surfaces, ensuring optimal safety for clients.
- Streamlined route planning processes through optimized team collaboration to improve service delivery.
- Facilitated improved client relations by ensuring rapid response and service delivery during peak snowfall periods.
Education
B.A. - Economics & Finance
Muhlenberg College
Allentown, PA05-2026
Skills
- Financial Modeling Expertise
- Skilled in Excel modeling and automation
- Presentation design and development
- Core Competencies: Leadership, Communication, Teamwork, Creativity, Innovation, Public Speaking, Customer Service, Time Management
RELEVANT COURSEWORK
Financial Accounting, Corporate Finance, Business Management, Math for Financial Analysis, Game Theory and Applications, Microeconomic Theory
Timeline
Intern
Oppenheimer & Co
06.2025 - 07.2025
Caddie & Bagroom Staff
Lehigh / Edgewood Country Club
09.2023 - Current
Operations Manager
Snow Removal Service
12.2021 - 03.2024
B.A. - Economics & Finance
Muhlenberg College