Business student leveraging studies in finance seeking entry-level job opportunities. Offers strong interpersonal and task prioritization skills, as well as relevant coursework, and experience working in the finance industry
Overview
1
1
year of professional experience
Work History
Wealth Management Intern
R&R Insurance
Waukesha, WI
06.2023 - 09.2023
Attended internal and external partner sessions to gain financial product knowledge.
Analyzed investment styles, markets and characteristics.
Generated quarterly and yearly reports for individual clients
Server/Bartender
Revere's Well Street Tavern
Delafield, WI
05.2023 - Current
Served food and beverages promptly with focused attention to customer needs.
Worked with POS system to place orders, manage bills, and handle complimentary items.
Cultivated strong relationships with regular customers.