Summary
Overview
Work History
Education
Skills
Timeline
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Grace Storey

Grace Storey

Raleigh,NC

Summary

Senior finance student with a strong foundation in financial analysis, corporate finance, and risk management, complemented by hands-on case studies and projects. Passionate about financial markets and corporate strategy, I am developing skills in financial modeling and data analysis while seeking opportunities to apply them in dynamic, real-world settings. My ultimate goal is to leverage my expertise to drive impactful decisions in corporate finance, investment banking, or asset management.

Overview

2
2
years of professional experience

Work History

Financial Planning Intern

Pendleton Financial
05.2025 - Current
    • Aided constructive forecasting by assisting with financial model development.
    • Researched accounting issues and proposed solutions to avoid repeat occurrences.
    • Drafted financial reports to support comprehensive investigations.
    • Prepared comprehensive forecasting reports for senior leadership as necessary.

Patient Care Coordinator

Miracle Ear
04.2024 - 08.2024
  • Delivered excellent patient experiences and direct care.
  • Communicated with insurance companies to verify coverage and obtain authorizations for medical treatments and procedures.
  • Followed document protocols to safeguard confidentiality of patient records.

Seasonal Sales Representative

First Citizens Bank
05.2023 - 08.2023
    • Kept detailed records of daily activities through online customer database.
    • Achieved or exceeded company-defined sales quotas.

Education

Bachelor of Science - Finance

North Carolina State University
Raleigh, NC
05-2026

Skills

  • Debt management
  • Retirement planning
  • Analytical mindset
  • Client communication
  • Portfolio management
  • Financial software expertise

Timeline

Financial Planning Intern

Pendleton Financial
05.2025 - Current

Patient Care Coordinator

Miracle Ear
04.2024 - 08.2024

Seasonal Sales Representative

First Citizens Bank
05.2023 - 08.2023

Bachelor of Science - Finance

North Carolina State University