Undergraduate student with a focus on financial reporting and regulatory compliance, seeking to apply skills and continue accumulating hours for CPA certification in a prestigious internship program.
Overview
3
3
years of professional experience
Work History
Wealth Management Intern
Overflow Wealth Management
06.2024 - Current
- Gained familiarity with financial regulations and compliance requirements affecting investment management
- Conducted detailed reviews of financial statements and reports to ensure correctness and completeness
- Implemented exit strategies for clients to transition out of investments
- Managed multiple tasks and projects simultaneously, adhering to deadlines and maintaining high-quality outputs
Customer Service Representative
University of Oklahoma Food Services
08.2022 - Current
- Delivered exceptional customer service in a fast-paced environment
- Maintained performance standards under pressure and ensured client satisfaction
- Participated in team initiatives to enhance service delivery
Assistant Manager at 360 One Wealth And Asset Management (formally Known As IIFL Wealth And Asset Management )Assistant Manager at 360 One Wealth And Asset Management (formally Known As IIFL Wealth And Asset Management )
Senior Preferred Relationship Manager at Nuvama Wealth Management (Formerly Known As Edelweiss Wealth Management)Senior Preferred Relationship Manager at Nuvama Wealth Management (Formerly Known As Edelweiss Wealth Management)