GREGORY GOMEZ
Marlborough
Summary
Finance student with a strong foundation in financial analysis and investment strategies, currently pursuing a degree at Eastern Connecticut State University. Exceptional communication and problem-solving skills developed through diverse roles in customer service and team leadership. Aspires to leverage expertise in financial planning and wealth management to contribute to client success and build enduring professional relationships in a dynamic finance environment.
Overview
2
2
years of professional experience
Work History
Financial Advisor Intern
Intergrated Finacial Partners
01.2025 - Current
- Monitored revenue, risk and capital allocations for financial transparency and balance.
- Drafted reports on stock and bond health for periodic client communications.
- Assisted clients with budgeting and cash flow management.
- Supported organizational account management duties under direct supervision.
- Researched and evaluated potential investment products for clients.
Finance Club President
Eastern Connecticut State University
09.2024 - Current
- Gained strong leadership skills by managing projects from start to finish.
- Acted as a team leader in group projects, delegating tasks and providing feedback.
- Strengthened communication skills through regular interactions with others.
- Demonstrated strong organizational and time management skills while managing multiple projects.
Treasurer
Kappa Sigma
09.2023 - 05.2024
- Planned and managed annual budgets, tracking expenses, and investigating discrepancies to maintain optimal controls.
- Advised management regarding significant expenditures to keep operations in line with budget limitations.
- Implemented strategies to improve organizational financial performance.
Barback and Delivery Driver
Blarneys Café
04.2023 - Current
- Deliver orders swiftly, boosting customer satisfaction and operational flow
- Handle phone orders efficiently, ensuring clear communication and smooth transactions
Brand Ambassador
Big Fish Promotions
05.2023 - 09.2023
- Engaged with local influencers to boost brand visibility at major events
- Prepared thousands of products for consumer engagement, enhancing brand recognition
- Built professional relationships with community members and businesses to strengthen brand presence
Education
BS - FINANCE, CONCENTRATION IN BANKING AND REAL ESTATE
Eastern Connecticut State University
Willimantic, CT05.2025
Skills
- Microsoft Office Suite
- Communication
- Accounting
- Social Media
- Valuation
- Problem Solving
- Quantitative Analysis
- Budgeting
- Risk Management
- Teamwork
- Wealth management
Timeline
Financial Advisor Intern
Intergrated Finacial Partners
01.2025 - Current
Finance Club President
Eastern Connecticut State University
09.2024 - Current
Treasurer
Kappa Sigma
09.2023 - 05.2024
Brand Ambassador
Big Fish Promotions
05.2023 - 09.2023
Barback and Delivery Driver
Blarneys Café
04.2023 - Current
BS - FINANCE, CONCENTRATION IN BANKING AND REAL ESTATE
Eastern Connecticut State University
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