Motivated finance student preparing to begin a career in the financial industry after graduating in May 2027. Brings a strong work ethic, analytical mindset, and proven leadership abilities with an eagerness to learn and grow within the industry.
Overview
2
2
years of professional experience
Work History
Finance Intern
Opportunus Wealth Management (Parallax 401(k))
Gig Harbor, WA
06.2026 - 08.2026
Engaged in client meetings to gain hands-on exposure to investment management, retirement planning, and professional client communication.
Worked with client portfolios to develop practical experience in portfolio construction, asset allocation, and investment strategy.
Contributed to the development of an Excel-based portfolio management platform for evaluating stocks and constructing investment portfolios.
Developed educational PowerPoint presentations and investment materials to simplify financial concepts for clients.
Service Manager
Chipotle Mexican Grill
Bozeman, MT
01.2025 - Current
Lead teams of up to nine employees and independently oversee restaurant operations from opening through closing.
Train and coach employees, delegate responsibilities, and coordinate team members to ensure seamless operations during high-volume periods.
Managed inventory counts, cash handling, deposits, and daily administrative tasks, ensuring adherence to operational standards.
Resolved customer and operational issues, maintaining organization and efficiency in a productive work environment.
Education
Bachelor of Science - Finance, Minor in Accounting
Montana State University
Bozeman, MT
05-2027
Skills
Advanced Microsoft Excel
Microsoft Power BI
Power Query
Investment Analysis
Portfolio Management
Financial Analysis
Microsoft PowerPoint
Team Leadership
Timeline
Finance Intern
Opportunus Wealth Management (Parallax 401(k))
06.2026 - 08.2026
Service Manager
Chipotle Mexican Grill
01.2025 - Current
Bachelor of Science - Finance, Minor in Accounting