Summary
Overview
Work History
Education
Skills
Accomplishments
Affiliations
Timeline
Generic

Katherine Morton

Milwaukee,WI

Summary

Committed job seeker with a history of meeting company needs with consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand. Offers creativity and original thinking while maintaining a professional standard and excellent communication skills.

Overview

4
4
years of professional experience

Work History

Private Wealth Management Intern

RW Baird
Milwaukee, WI
05.2023 - 08.2023
  • Assumed role after 2 weeks of training and instructed successor in just 1 week.
  • Managed daily revenues and reconciled accounts.
  • Quickly mastered a new deposit system and trained team members on its usage.
  • Built and enhanced relationships with colleagues while delivering resources to the company.
  • Assisted in multiple projects for various Financial Advisors and teams during the summer.

Sales Associate

URBN Anthropologie
Greenwich, CT
06.2022 - 08.2022
  • Stationed on cash wrap, sales-floor, fitting room, and standards.
  • Provided daily assistance and maintained Anthropologie experience for 15 to 30 customers per day.
  • Boosted sales by engaging in effective customer conversations and providing assistance.
  • Maintained professional standard and demonstrated friendly nature in store.
  • Organized store racks and shelves to enhance visual appeal, engage customers, and promote specific merchandise.

Beer Garden Server

Friends Of Hoyt Park And Pool
Wauwatosa, WI
05.2021 - 06.2022
  • Provided attentive and prompt service to customers, ensuring their needs were met.
  • Managed POS system to initiate orders, track invoices, and handle complimentary items.
  • Organized and managed weekly event parties, ensuring efficient set up and take down processes.
  • Trained and familiarized new employees with establishment functions.
  • Demonstrated assertiveness and efficiency in handling tasks, particularly during high-pressure periods.

Camp Counselor and Front Desk

Adventure Rock Climbing Gym
Brookfield, WI
05.2021 - 08.2021
  • Provided counseling services for children between the ages of 4 and 10.
  • Taught rock climbing and bouldering to groups of up to six children, incorporating games for engagement.
  • Implemented daily safety protocols and organized activities.
  • Performed front desk duties including creating memberships, operating cash register, merchandise sales, conducting safety orientations, and overseeing gym operations while ensuring a secure climbing environment.
  • Enhanced communication skills and developed expertise in motivating groups.
  • Demonstrated creativity and served as a valuable counselor to children.

Pool Crew

Friends Of Hoyt Park And Pool
Wauwatosa, WI
06.2019 - 08.2020
  • Enhanced admissions, concessions, and deck attendant operations.
  • Operated cash register, ensuring accurate transactions and friendly customer interactions.
  • Took on additional responsibilities and introduced strategies to support team members in improving overall operations.
  • Maintained cleanliness for staff and guests at workplace.

Education

Bachelor of Science - Business Administration, Accounting

University of Colorado Boulder, Leeds School of Business
05.2024

Skills

  • Teamwork and Collaboration
  • Problem-solving abilities
  • Effective Communication
  • Attention to Detail
  • Analytical Skills
  • Tax law expertise
  • Cash Flow analysis
  • Microsoft Excel
  • Customer Service
  • Retail Sales
  • Design strategy
  • Creative and artistic

Accomplishments

  • Honors: Dean's List of Spring 2021

Affiliations

  • Studied Abroad in Athens, Greece
  • Eye for interior design
  • Passion for upcycling clothes and furniture

Timeline

Private Wealth Management Intern

RW Baird
05.2023 - 08.2023

Sales Associate

URBN Anthropologie
06.2022 - 08.2022

Beer Garden Server

Friends Of Hoyt Park And Pool
05.2021 - 06.2022

Camp Counselor and Front Desk

Adventure Rock Climbing Gym
05.2021 - 08.2021

Pool Crew

Friends Of Hoyt Park And Pool
06.2019 - 08.2020

Bachelor of Science - Business Administration, Accounting

University of Colorado Boulder, Leeds School of Business

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Katherine Morton