Emily Brodie
Tampa,FL
Summary
I am a motivated and detail-oriented student with strong analytical, communication, and problem-solving skills. I bring a keen interest in financial markets, investment strategy, and client relationship management, along with a proactive approach to improving efficiency and presentation in existing systems. I am to apply academic knowledge and gain hands-on experience with wealth planning, portfolio analysis, and industry-leading financial tools. I am dedicated to learning from experienced advisors and building a foundation for a successful career in wealth management.
Overview
6
6
years of professional experience
Work History
Vice President of Finance
Delta Gamma Epsilon Theta
01.2025 - 12.2025
- Managed chapter budget of about $90,000 and oversaw all financial operations
- Collected member dues, tracked expenses, and ensured timely payments
- Prepared monthly financial reports and presented to executive board and chapter
- Collaborated with national organization to maintain financial compliance and transparency
Financial Intern
The Bone and Joint Center of Albany New York
02.2023 - 05.2023
- Analyzed billing records and insurance claims to support revenue cycle management
- Collaborated with finance team to ensure accuracy in patient account reconciliation
- Gained hands-on experience with medical finance systems and healthcare compliance
Manager
Little Harbor Boat Company
05.2020 - Current
- Managed daily operations, including staff scheduling and task delegation, and money responsibility
- Provided high-level customer service and resolved client issues professionally
- Supervised and supported a team of employees to ensure smooth workflow
- Oversaw marina responsibilities, ensuring safety, cleanliness, and efficiency
Education
Bachelor of Science - Finance
The University of Tampa
Tampa, FL05.2027
Skills
- Effective Communication
- Critical Thinking
- Professionalism and etiquette
- Problem-solving
- Quick learner
- Goal-oriented mindset
- Attention to detail
- Outstanding communication skills
Timeline
Vice President of Finance
Delta Gamma Epsilon Theta
01.2025 - 12.2025
Financial Intern
The Bone and Joint Center of Albany New York
02.2023 - 05.2023
Manager
Little Harbor Boat Company
05.2020 - Current
Bachelor of Science - Finance
The University of Tampa