Kylie Rosenquest
Carmel,NY
Summary
Highly motivated and detail-oriented Economics and Entrepreneurship student with a strong academic record, seeking a challenging internship opportunity to contribute to cutting-edge projects and further develop my skills in a dynamic and innovative environment. Eager to apply my analytical, research, and leadership skills to make a meaningful impact and grow professionally.
Overview
2
2
years of professional experience
Work History
Wealth Management Internship
Windsor Private Wealth
Boston, MA
06.2024 - Current
- Maintained databases of customer information including account balances, transactions history.
- Collaborated with other departments within the firm to ensure compliance with regulatory requirements.
- Analyzed client portfolios and recommended strategies for portfolio rebalancing.
- Provided support with administrative tasks such as filing documents, scheduling meetings.
- Attended client meetings to discuss investment objectives and provide insights into the markets.
- Developed relationships with external partners such as brokers and advisors to stay up-to-date on market developments.
- Reviewed client accounts regularly to ensure accurate record keeping and compliance with regulations.
- Scheduled client financial planning meetings using calendaring software.
- Supported client investment and planning meetings by taking notes and distributing materials.
- Supported team with administrative and clerical tasks.
Field Hockey Captain
Tufts University
Medford, MA
01.2024 - Current
- Appointed captain, successfully leading and inspiring the team to collective success.
- Set team goals and implemented off-season guidelines to enhance fitness, skill development, and team cohesion.
- Coordinated practice schedules, organized team-building activities, and maintained open communication with coaches and team members.
- Analyzed team performance and provided constructive feedback to enhance strategies and individual skills.
Waitress
Seacraft Restaurant
Narragansett, RI
05.2022 - 08.2024
- Optimized guest experience by taking orders, serving dishes, and removing dinnerware promptly with a positive attitude
- Managed orders and accompanying financial transactions using digital Point of Sale system
- Knowledgeably recommended menu items based on customer needs and preferences, including upselling complementary dishes and drinks
- Negotiated and resolved customer concerns
- Ensured maintenance of food hygiene in accordance with standards and guideline
- Participated in team meetings to discuss new menu items or changes in policy.
- Served alcoholic beverages responsibly in accordance with state laws.
- Assisted in seating guests at tables or booths.
- Performed basic math calculations when computing bills for customers' meals.
- Enforced safety guidelines for employees and patrons of the restaurant.
Marketing and Ecommerce Internship
'47 Brand
Dedham, MA
05.2023 - 08.2023
- Assist in the development and execution of marketing campaigns to promote new hat and apparel collections.
- Conduct market research to identify target demographics and consumer trends.
- Collaborate with the design team to ensure brand consistency and visual appeal in promotional materials.
- Assist in managing product listings, ensuring accurate and appealing descriptions and images.
- Monitor inventory levels and coordinate with the warehouse team to maintain optimal stock levels.
- Helped maintain applicant tracking systems and recruiting metrics.
- Assisted with event planning, support and execution of virtual and in-person engagements.
- Oversaw quality control to identify inconsistencies and malfunctions on the website.
Education
Bachelor of Arts - Economics & Entrepreneurship
Tufts University
Medford, MA06-2025
High School Diploma -
Carmel High School
Carmel, NY06-2021
Semester Abroad Program, Syracuse University - Madrid, Spain
- Immersed in Spanish culture and language, gaining valuable cross-cultural communication skills.
- Completed coursework in Arts of Spain, History and Politics of Spain, and popular culture and marketing, providing a comprehensive understanding of Spanish history, literature, and society.
- Enhanced adaptability and problem-solving abilities through engagement in cultural activities and daily interactions.
- Developed proficiency in Spanish, improving communication skills in a multicultural environment.
Affiliations
- Playing a collegiate sport demonstrates strong teamwork, leadership, time management, and perseverance skills, which are highly valuable in any professional setting.
Timeline
Wealth Management Internship
Windsor Private Wealth
06.2024 - Current
Field Hockey Captain
Tufts University
01.2024 - Current
Marketing and Ecommerce Internship
'47 Brand
05.2023 - 08.2023
Waitress
Seacraft Restaurant
05.2022 - 08.2024
Bachelor of Arts - Economics & Entrepreneurship
Tufts University
High School Diploma -
Carmel High School
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