Summary
Overview
Work History
Education
Skills
Accomplishments
Interests
Timeline
Generic

Dylan Moskowitz

Mahwah

Summary

High School Student with a love for baseball. Professionally I have managed portfolios and have managed high net worth individuals.

Resourceful team player with experience with common software applications and social media platforms. Well-versed in business organization and strategies for successfully modernizing workplaces. Skilled at project support with proven history of solutions-oriented problem-solving.

Driven to learn quickly, advance computer proficiency and training in industry operations. Solid background in field and office settings supporting team needs. Flexible and hardworking team player focused on boosting productivity and performance with conscientious and detail-oriented approaches.

Overview

1
1
year of professional experience

Work History

Intern

AdVerg
01.2025 - Current
  • Analyzed problems and worked with teams to develop solutions.
  • Sorted and organized files, spreadsheets, and reports.
  • Prepared project presentations and reports to assist senior staff.
  • Participated in workshops and presentations related to projects to gain knowledge.

Portfolio Manager

Heritage Partners
06.2024 - Current
  • Developed rebalancing strategies to minimize risk exposures.
  • Communicated market developments, portfolio changes and annual performance information to clients.
  • Provided strategy advice to high net worth clients.
  • Facilitated portfolio performance review and implemented new strategies.
  • Prepared internal and regulatory financial reports, balance sheets and income statements.
  • Created financial dashboards to provide insights into key performance indicators.

Ski Instructor

Campgaw Mountain Ski Area
12.2023 - 01.2025
  • Observed recreational users to detect safety concerns and prevent ongoing violations.
  • Conducted patrols of various locations to identify and help those in need of immediate care and assistance.
  • Warned patrons of unsafe or hazardous conditions and suggested alternative activities during closures.
  • Detailed safety rules and procedures regarding activities to customers and guests.

Education

-

Mahwah High School
Mahwah, NJ
06-2026

Skills

  • Analyzing investment opportunities
  • Gauging relative valuations
  • Pricing & positioning
  • Exposure management
  • Analytics

Accomplishments

    4 Year Varsity Baseball

    Started a fundraiser for the Alzheimer's Association

Interests

  • Exploring famous landmarks, historical sites, and cultural attractions in a new destination
  • Blockchain Technology and Cryptocurrency
  • Tech enthusiast, passionate about exploring the latest advancements and innovations
  • Cooking
  • Enjoying the art of baking and pastry-making, experimenting with recipes
  • Avid Baseball player

Timeline

Intern

AdVerg
01.2025 - Current

Portfolio Manager

Heritage Partners
06.2024 - Current

Ski Instructor

Campgaw Mountain Ski Area
12.2023 - 01.2025

-

Mahwah High School

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Dylan Moskowitz