Growth focused, hard working individual, eager to become a financial advisor. Ready to utilize my personal and social skills to further the mission of RBC Wealth Management. Bringing forth a positive and motivated attitude, I am committed to exceed expectations, increase and maintain relationships, learn, and get the job done the right way.
Overview
6
6
years of professional experience
Work History
Entrepreneur
N/A
Duluth
01.2020 - Current
Analyzed supply and demand to predict an increase in value over time for specific investments
Built communities across the United States and gained strong relationships
Organized balance sheets/pie charts to manage spending budgets
Managed website design and SEO marketing to increase online engagement and sales conversion rates.
Established strategic partnerships to enhance brand visibility and customer reach.
Mentored emerging entrepreneurs, providing guidance on business strategy and execution to increase engagement by 30%.
Intern
RBC Wealth Management Branch Duluth
Duluth, MN
05.2025 - 08.2025
Assisted financial advisors with client onboarding processes and documentation management.
Conducted market research to support client investment strategies and portfolio recommendations.
Developed and maintained spreadsheets for tracking client interactions and service requests.
Participated in team meetings to discuss project updates and share insights on client needs.
Supported staff members in their daily tasks, reducing workload burden and allowing for increased focus on higher-priority assignments.
Gained valuable experience working within a specific industry, applying learned concepts directly into relevant work situations.
Gained hands-on experience in various software programs, increasing proficiency and expanding technical skill set.
General Laborer
Michael Sternberg
Duluth
06.2021 - 09.2021
Operated heavy machinery
Used critical thinking skills to plan each project
Finished each project thoroughly and on time
Created trustworthy relationships with employer
Education
Bachelor of Arts - Biochemistry
Arizona State University
Tempe
08-2026
High School Diploma -
Duluth East High School
Duluth
06.2023
Skills
Ability to Work Under Pressure
Leadership Skills
Interpersonal Communication Skills
Analytical and Critical Thinking Skills
Creative Problem Solving
Effective Time Management
Fast Learner
Attention to detail
Languages
English
Spanish
Personal Life
Level headed with a passion for helping others.
Always setting goals to achieve.
Very social person who is trusted by many people.
Relied on by others for organization, safety, advice, and guidance.