Daniel Triglia
Warren,MI
Overview
3
3
years of professional experience
Work History
Finance Intern
Autobooks
Detroit, MI
05.2023 - 09.2023
- Assisted in the preparation of audit documents, such as reconciliations and journal entries.
- Managed accounts payable and receivable activities including invoice processing, payments reconciliation.
- Reviewed existing contracts for compliance with applicable laws and regulations.
High School Soccer Referee
MHSSA
East Lansing, MI
08.2022 - Current
- Communicated decisions to all parties involved in a professional manner.
- Collaborated with other referees in making difficult calls on plays.
- Organized and facilitated pre-game meetings between teams to review rules.
Golf Caddy
Red Run Golf Club
Royal Oak, MI
05.2021 - 09.2021
- Maintained tact and professionalism in high-pressure situations.
- Calculated yardage and reported to golfers.
- Informed golfers and visitors with course knowledge.
Education
Bachelor of Science - Economics
Michigan State University
East Lansing, MISkills
- Skilled in Excel
- Interpersonal Communication
- Strong Work Ethic
- Ethical standards
- Relationship building and management
- Client Relations
Professional Summary
- Highly motivated and personable recent college graduate with a Bachelor’s degree in Economics from Michigan State, eager to launch a career in financial advising. Known for exceptional interpersonal and communication skills, with a talent for building strong client relationships and providing clear, personalized financial advice. Demonstrated ability to explain complex financial concepts through academic projects and internships. Passionate about helping clients achieve their financial goals through strategic planning and tailored investment solutions.
Extra-Curricular Activities-Sigma Nu Fraternity
- Elected Treasure January 2023
- In charge of setting and maintaining the Fraternities budget throughout the year.
- Responsible for sending and collecting dues from all of the brothers.
Timeline
Finance Intern
Autobooks
05.2023 - 09.2023
High School Soccer Referee
MHSSA
08.2022 - Current
Golf Caddy
Red Run Golf Club
05.2021 - 09.2021
Bachelor of Science - Economics
Michigan State University
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