Julien Gheith
Staten Island,NY
Summary
Driven and adaptable business student with a solid foundation in operations, financial services, and customer relations. Demonstrated success in demanding environments, with back-to-back President's List honors while working full-time. Skilled in advanced Excel, data analysis, reporting, project coordination, and strategic problem-solving. Seeking to leverage firsthand experience and academic achievement into a career in finance.
Overview
9
9
years of professional experience
Work History
Custodian
Adapt Community Network
Manhattan, NY
11.2024 - Current
- Ensured regulatory and safety compliance across a large facility through scheduled inspections and process adherence.
Financial Analyst Intern
Arive Capital
Staten Island, NY
10.2023 - 06.2024
- Proactively reached out to high-net-worth individuals via cold calls to schedule introductory meetings, supporting portfolio manager outreach efforts.
- Analyzed client data and market trends using Excel to support portfolio recommendations and client strategy discussions.
- Conducted market research on emerging sectors, supporting investment recommendations.
Commercial & Personal Lines Insurance Assistant
DCAP Middle Village Insurance Agency Inc.
Queens, NY
07.2022 - 09.2023
- Coordinated communication between clients and insurance carriers.
- Conducted research on insurance products to support client needs.
- Ensured that all paperwork was properly completed prior to submitting it for processing.
Inventory & Merchandising Manager
Prince Optimo
Queens, NY
03.2017 - 11.2019
- Implemented accurate tracking systems, reducing inventory discrepancies significantly.
- Developed diverse merchandising strategies to enhance product visibility and drive sales.
Education
Bachelor of Science - Business Administration
State University of New York At Oswego
12.2025
Skills
- Excel Black Belt Certification (Level 4)
- FINRA SIE certification
- Business operations management
- Client relationship management
- Financial analysis expertise
- Data analysis and Excel
- Project leadership skills
- Lead generation strategies
- Risk management techniques
- Team collaboration
Projects
Annual Valentine’s Day Breast Cancer Fundraiser, SUNY Oswego, Led logistics and operations for a 2,000+ unit flower fundraiser., Managed 50+ team members as VP of the Kappa Sigma fraternity; used Excel for finance tracking and supply coordination.
Timeline
Custodian
Adapt Community Network
11.2024 - Current
Financial Analyst Intern
Arive Capital
10.2023 - 06.2024
Commercial & Personal Lines Insurance Assistant
DCAP Middle Village Insurance Agency Inc.
07.2022 - 09.2023
Inventory & Merchandising Manager
Prince Optimo
03.2017 - 11.2019
Bachelor of Science - Business Administration
State University of New York At Oswego