Hardworking student with good teamwork, problem-solving, and organizational skills. Willing to be a leader in a group and take on any task that would benefit the team the most.
Overview
1
1
year of professional experience
Work History
Intern
Creative Planning
06.2023 - 07.2023
Organized and shipped binders of important client information.
Researched private equity offerings and alternative investment strategies.
Outlined frequently used terms as a glossary for inexperienced wealth managers.
Provided flow chart and decision tree for wealth manager who determined appropriate client recommendations.
Assistant Camp Counselor
YMCA Camp High Harbour
06.2022 - 07.2022
Led a cabin of 20 campers in activities with a focus on their enjoyment as well as their safety.