Katie Sledge
Charlotte ,NC
Summary
Motivated individual with a solid foundation in finance, demonstrated by successful completion of SIE exam. Actively pursuing a master's degree, with graduation anticipated in December. Committed to leveraging academic knowledge in a professional setting and preparing for Series 7 certification.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Accounting Internship
Old North State Wealth Management
01.2025 - 05.2025
- Coordinated assembly and duplication of client documentation, investment summaries, and regulatory filings for timely reporting.
- Organized meeting materials and prepared client correspondence to support wealth management advisors.
Full Time Nanny
Natalie Guevera
Wilmington, North Carolina
08.2024 - 08.2025
- Provided full-time care for a 2-year-old and a 7-month-old, ensuring a safe and nurturing environment.
- Coordinated schedules and transportation for appointments and outings, ensuring punctuality and organization.
Waitress
Red Robin
Wilmington, North Carolina
01.2024 - 07.2024
- Ensured guest satisfaction through attentive service and prompt resolution of issues.
- Accurately processed cash and credit card transactions, maintaining compliance with Red Robin's cash handling policies.
Database Special Project
Sledge and Company
High Point, North Carolina
05.2023 - 07.2023
- Conducted database performance assessments, and implemented best practices for data quality.
- Completed day-to-day duties accurately and efficiently.
Education
Master’s - Business Finance
The University of North Carolina Wilmington
Wilmington, NC12.2025
Bachelor of Science - Business Administration Concentration: Finance
The University of North Carolina Wilmington
Wilmington, NC12-2024
Skills
- Financial analysis
- Data entry
- Customer service
- Project management
- Investment reporting
- Document organization
Websites
Certification
- SIE
- Bloomberg Market Concepts
- FMI Foundations
- Deans List
Timeline
Accounting Internship
Old North State Wealth Management
01.2025 - 05.2025
Full Time Nanny
Natalie Guevera
08.2024 - 08.2025
Waitress
Red Robin
01.2024 - 07.2024
Database Special Project
Sledge and Company
05.2023 - 07.2023
Master’s - Business Finance
The University of North Carolina Wilmington
Bachelor of Science - Business Administration Concentration: Finance
The University of North Carolina Wilmington
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