Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
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Kaevon Kontosis

The Bronx,NY

Summary

Dynamic professional with experience at Morgan Stanley, Aspiring finance professional with experience in wealth management, client services, and organizational leadership. Skilled in financial analysis, Excel reporting, and problem-solving. Proven ability to streamline processes, support operational efficiency, and deliver results in fast-paced environments.

Overview

4
4
years of professional experience

Work History

Camp Instructor

Mosholu Montefiore Community Center Inc
06.2024 - 09.2025
  • Assisted in developing and implementing engaging camp activities tailored to diverse age groups.
  • Coordinated logistics for outdoor excursions, ensuring all necessary equipment and supplies were available.
  • Facilitated team-building exercises that enhanced collaboration and communication among campers.
  • Delivered educational workshops that promoted skill development in arts, crafts, and sports.

Afterschool Teacher

Albany JCC, Albany, NY
01.2025 - 05.2025
  • Supervised and engaged students in academic and recreational activities.
  • Supported homework completion and fostered social-emotional development.

Morgan Stanley, Inc., Wealth Management Division

Wealth Management Intern
11.2021 - 05.2022
  • Managed Corporate Card client services, ensuring smooth account openings and client satisfaction.
  • Redesigned Excel-based reporting system for Cost Center analysis, improving accuracy and efficiency.
  • Conducted account forecasting and risk assessments to ensure compliance.
  • Provided bi-weekly financial consultations on corporate expense planning.

Ride Attendant

Trahanas Amusement
06.2021 - 09.2021
  • Ensured guest safety by conducting regular inspections of ride equipment and maintaining operational standards.
  • Facilitated smooth queue management by efficiently directing guests and minimizing wait times.
  • Provided assistance to guests in boarding and disembarking rides, ensuring a seamless experience.
  • Supported ride maintenance by promptly reporting any mechanical issues to the maintenance team.

Education

Bachelor of Science - Business Economics

Monroe College
New Rochelle

Bachelor of Science - Accounting

University At Albany
Albany, New York, NY
05.2025

Skills

  • Microsoft Office Suite (Excel, Word, PowerPoint, Outlook, SharePoint)
  • Financial analysis and reporting
  • Presentation and communication skills
  • Languages: Spanish (oral), Patois (oral & written)
  • Leadership, event management, and team coordination

Accomplishments

Student Association, University at Albany (SUNY) — Elections Commissioner

Aug 2022 – May 2023

  • Increased voter turnout by 20% through secure and transparent election processes.
  • Reduced ethics violations by 70% by enforcing fair campaign standards.

Department of Residential Life, University at Albany (SUNY) — Resident Assistant

  • Managed $30,000 annual event budget and coordinated inclusive campus programming.
  • Mentored new hires and completed 100+ hours of training in leadership and conflict resolution.

Kev Kuisinez – Entrepreneurship

  • Founded and operated an on-campus kitchen, managing food prep, marketing, and sales.

Timeline

Afterschool Teacher

Albany JCC, Albany, NY
01.2025 - 05.2025

Camp Instructor

Mosholu Montefiore Community Center Inc
06.2024 - 09.2025

Morgan Stanley, Inc., Wealth Management Division

Wealth Management Intern
11.2021 - 05.2022

Ride Attendant

Trahanas Amusement
06.2021 - 09.2021

Bachelor of Science - Business Economics

Monroe College

Bachelor of Science - Accounting

University At Albany
Kaevon Kontosis