Joseph Gasper
Charleston,WV
Summary
A hard working, resilient and an accountable individual from London, UK. Being self-reflective, motivated, and coachable individual has provided me with the opportunity to develop skills and knowledge. Interning and completing courses has allowed me to build a foundation of understanding in strategic/investment management and consulting alongside other finance-related practices.
Overview
4
4
years of professional experience
Work History
Financial Advising Intern
Fourth Avenue Financial
01.2024 - Current
- Compliance Assistance, Research, Client Communication
Internship – University of Charleston
University of Charleston
08.2023 - 12.2022
- Data analysis, Student mentoring
Data Analytics Virtual Internship
KPMG
06.2020 - 08.2020
- Data quality assessment, Data insights, Data presentation
Intern
Vino Imperium
Nigeria
02.2020 - 04.2020
- Record inventory and notify any errors, present findings to managers
Education
Master of Science - Finance (Incoming Summer 2024)
Indiana University Bloomington
Bloomington, IN05-2025
BBA - Management And Financial Planning
University of Charleston
04-2024
A- Level -
Aldenham School
London, UK05-2020
Skills
- Client Relationships
- Strategic Planning And Analysis
- Data Presentation
- Research
- Analytical skills
- Microsoft Excel
Certifications
- St James’s Place Financial Advisor Academy
- KBM Training Digital Media and Marketing - Level 2
- BCG Strategy Consulting Program
- Sales Management Certification
- Certified Emerging Leader through Truist Leadership Institute
Timeline
Financial Advising Intern
Fourth Avenue Financial
01.2024 - Current
Internship – University of Charleston
University of Charleston
08.2023 - 12.2022
Data Analytics Virtual Internship
KPMG
06.2020 - 08.2020
Intern
Vino Imperium
02.2020 - 04.2020
Master of Science - Finance (Incoming Summer 2024)
Indiana University Bloomington
BBA - Management And Financial Planning
University of Charleston
A- Level -
Aldenham School
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