John Denza
Lincroft,NJ
Summary
As a dedicated Finance student with a passion for continuous learning and a proven track record in the field, I am eager to secure a strong internship opportunity this summer. Over the past few summers, I have immersed myself in the intricacies of finance, honing my skills in project management, due diligence, and execution. My hands-on experience has not only equipped me with a strong foundation but has also allowed me to collaborate with exceptional colleagues and clients, fostering my ability to thrive in dynamic and collaborative environments.
Overview
1
1
year of professional experience
Work History
Business Management Intern
B2C2 USA
Jersey City, NJ
06.2023 - 08.2023
- Successfully navigated the end to end due diligence process for the onboarding of multiple B2C2 entities to various banks/exchanges
- Conducted weekly engagements with various departments to gather essential data for monthly performance analysis presentations presented to the board of directors
- Collaborated with internal teams on project planning and execution to gain comprehensive understanding of how daily operations effect the company.
- Delivered a comprehensive end of summer presentation, encompassing an in-depth analysis of OTC markets, customer relationships, and our competitors, along with exploration into potential opportunities for B2C2.
Client Service Analyst
Cboe Digital
Chicago, IL
06.2022 - 08.2022
- Prepared Spot and Futures agreements for new exchange participants via Docusign
- Performed KYC/AML on new member accounts (Market Maker, Professional Trader, FIRM, Direct member)
- Executed due diligence steps on membership packets in preparation for final review by MARC (Market Access Risk Committee)
- Supported end-to-end process of retirement account onboarding (IRA LLC, Solo 401k, Direct Member)
- Liaised with market operations to expedite client integration via connectivity and access to New Release (test environment)
- Provided exchange participants with credentials and access to EMP (Exchange Member Portal).
Education
BBA - Finance
The University of Tennessee, Haslam College of Business
Knoxville, TN05.2026
High School Diploma -
Red Bank Catholic High School
Red Bank, NJ05.2022
Skills
- Excellent verbal and communication skills
- Strong initiative to solve problems
- Attention to detail while maintaining high standards
- Strong time management and organizational skills
- Self-taught on investment strategies, derivatives and equities
- Documentation and Reporting
- Client Relationship Management
- Document Preparation
- Project Management
- Analytical Thinking
Timeline
Business Management Intern
B2C2 USA
06.2023 - 08.2023
Client Service Analyst
Cboe Digital
06.2022 - 08.2022
BBA - Finance
The University of Tennessee, Haslam College of Business
High School Diploma -
Red Bank Catholic High School
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