Daniel Rice III
West Greenwich,RI
Overview
3
3
years of professional experience
Work History
Valet and Bell Attendant
Newport Marriott Hotel
06.2025 - 08.2025
- Assisted guests with luggage handling to and from their rooms.
- Managed vehicle parking and retrieval operations.
- Maintained clear communication with front desk staff regarding vehicle locations, luggage handling, and special requests.
- Trained new staff.
Wealth Management/Life Insurance Intern
Kahn Litwin Renza
05.2024 - 08.2024
- Assisted in the transition of KLR Wealth Management to Baldwin Brothers
- Filed paperwork such as IRAs, Roth IRAs, and Life Insurance documents.
- Worked with Wealthbox, Box, and Excell
- Attend meetings and zoom calls with various clients.
Financial Advisor Intern
Morgan Stanley, Wealth Management (The Price Group)
06.2022 - 08.2022
- Attended client meetings.
- Worked with Aladdin and Morning Star.
- Assisted in preparing financial reports
- Conducted weekly market trend analysis to support investment recommendations.
Education
Bachelor of Science - Finance
Sacred Heart University
Fairfield, Connecticut, CT05-2027
High School Diploma -
The Winchendon School
Winchendon, MA05-2023
High School Diploma -
Bishop Hendricken High School
Warwick, RI05-2021
Skills
- Strong communication skills
- Problem-solving
- Team collaboration
- Reliability and punctuality
- Attention to detail
Timeline
Valet and Bell Attendant
Newport Marriott Hotel
06.2025 - 08.2025
Wealth Management/Life Insurance Intern
Kahn Litwin Renza
05.2024 - 08.2024
Financial Advisor Intern
Morgan Stanley, Wealth Management (The Price Group)
06.2022 - 08.2022
Bachelor of Science - Finance
Sacred Heart University
High School Diploma -
The Winchendon School
High School Diploma -
Bishop Hendricken High School