Catherine Conway
Long Beach,NY
Summary
Highly motivated student pursuing a bachelor's degree of Communication at the University of California, Santa Barbara. Entrepreneurial problem solver seeking a full-time position post-grad. Exceptional skills managing administrative duties, staying organized, as well as job prioritization. Obtained 1.5+ years of experience working in the financial industry. Driven to pursue opportunities for growth.
Overview
4
4
years of professional experience
Work History
Analyst Intern
UBS Wealth Management
09.2023 - Current
- Interpreting financial data to support decision making processes within UBS.
- Read market trends, and evaluated stock performances.
- Developed financial models for projects based on stock performance of various companies. Presented findings to senior investment advisor.
- Participated in conference calls and meetings and interacted with head investment advisors.
- Learned how to think like an investor; How to read market conditions, and make strategic decisions for clients.
- Collaboration with the UBS, Santa Barbara wealth management team.
- Assessing risks involved with investing such as market risks, liquidity risks, dividend risks, and business risks.
Financial Advisory Intern
Demboski & Chapman Financial And Insurance Inc.
11.2022 - 09.2023
- Responsible for ongoing communications of the firm.
- Working with programs such as Redtail to schedule meetings, add client contacts, update client information.
- Ensuring that client insurance plans and financial plans are up to date.
- Sitting in on meetings, learning how our head CFP creates financial plans for clients.
- Reviewing investment plans and reporting findings.
Ocean Rescue Lifeguard
Sunny Atlantic Beach Club
06.2021 - 08.2023
- Earned role as member of crew responsible for heavily populated ocean front beach.
- Coordinated daily needs with crew members; Requires conscientious and responsive real-time decision making.
Undergraduate Intern
MKC Strategies
08.2022 - 12.2022
- Conducting research to support product-line extension go-to-market plan
- Maintaining financial records and tracking company spending
- Calculating company expenses for tax records.
- Ensuring that company expenses were accurately and completely reported.
Head Pool Lifeguard
Sunny Atlantic Beach Club
05.2020 - 09.2020
- Prevented CDC violations during the first summer of the COVID pandemic.
- Supported staff scheduling.
- Monitored patron behavior and managed the number of patrons in the pool.
- Worked with team of beach club staff to ensure safety of guests.
Education
Expected in 06/2024 -
Bachelor of Arts: Communication
High School Diploma -
Long Beach Senior High School
Long Beach, NY06.2020
Skills
- Refinitiv
- SIE (Dec 18th)
- MS Excel
- MS Teams
- MS Word
- Entrepreneurial Problem Solver
- Collaborative Worker
- Team Player
- Driven, Hard-working
- Positive Attitude
Timeline
Analyst Intern
UBS Wealth Management
09.2023 - Current
Financial Advisory Intern
Demboski & Chapman Financial And Insurance Inc.
11.2022 - 09.2023
Undergraduate Intern
MKC Strategies
08.2022 - 12.2022
Ocean Rescue Lifeguard
Sunny Atlantic Beach Club
06.2021 - 08.2023
Head Pool Lifeguard
Sunny Atlantic Beach Club
05.2020 - 09.2020
Expected in 06/2024 -
Bachelor of Arts: Communication
High School Diploma -
Long Beach Senior High School