DEREK MARRERO
New Windsor,NY
Summary
Enthusiastic college student completing bachelor of arts degree in Economics. Looking for summer Intern position focused on developing my professional skills while contributing to the business success of my employer. Enthusiastic about working with a high-performance team by applying my strong work ethic, listening and time management skills.
Overview
4
4
years of professional experience
Work History
Sales Intern
Palisades Wealth Management
West Nyack
01.2021 - 08.2024
- Assisted a team of independent financial advisors (FA's) and their full-time sales assistant (who are associated with Wells Fargo Advisors) with the day-to-day management of their book of business currently valued at $160 million in AUM
- Researched various mutual funds, exchange traded funds (ETF's), annuities and fixed income products in order to assist the FA's with product selection for client portfolio's
- Organized work flow spreadsheets via excel to help guide sales assistant with necessary client service tasks.
- Managed customer expectations and helped navigate sales processes.
- Helped sales professionals maintain customer relationships by making follow up calls to recent buyers.
- Contributed to a positive team environment by actively participating in weekly sales meetings and sharing innovative ideas.
Summer Intern
United Brain Association
New Windsor
05.2023 - 08.2023
- Assisted with social media content creation on various platforms such as Facebook, Instagram, LinkedIn, YouTube, and TikTok for a 501c (3) non-profit research organization
- Created blog articles, videos, and photos to help provide resources on 450 neurological and psychological brain issues and disorders
- Assisted president of the company with day-to-day operations to include donor recognition, potential donor reach-out, and website organization for unitedbrainassociation.org
- Helped to organize and run various fund-raising events to increase the level of support dedicated to brain disorder research at academic institutions such as John Hopkins, Yale University and Duke University.
Education
Bachelor of Arts - Economics
Villanova University
Villanova, PA05.2026
Skills
Computer skills to include MS Word, MS Excel, and MS PowerPoint
Strong interpersonal and listening skills
strong self - motivation and work ethic
strong organizational and time management skills
Timeline
Summer Intern
United Brain Association
05.2023 - 08.2023
Sales Intern
Palisades Wealth Management
01.2021 - 08.2024
Bachelor of Arts - Economics
Villanova University
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