Summary
Overview
Work History
Education
Skills
Timeline
Generic

Julius Marks

Oconomowoc,WI

Summary

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.

Intern

Wisconsin Inspection Agency
Dousman, WI
09.2023 - Current
  • Conducted plan reviews
  • Client meetings and relationship management
  • Appointment scheduling
  • Managed invoices, permits, and company billing
  • Helped manage company QuickBooks account

Education

BBA - Finance

Carroll University
Waukesha, WI
11.2023

Skills

  • Microsoft Excel
  • Investment Products
  • Strategic Financial Planning
  • Financial Modeling
  • Data Evaluation
  • Tableau

Timeline

Intern

Wisconsin Inspection Agency
09.2023 - Current

Wealth Management Intern

R&R Insurance
06.2023 - 09.2023

Server/Bartender

Revere's Well Street Tavern
05.2023 - Current

BBA - Finance

Carroll University
Julius Marks