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Wealth Management Intern

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Associate Principal Engineer

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Results-driven Authorized Officer with expertise in process improvement and team management. Proven ability to ensure compliance and enhance operational efficiency through innovative solutions and diligent oversight.

Dynamic professional with extensive experience at UBS, excelling in regulatory reporting and Basel III compliance. Proven track record in enhancing operational controls and stakeholder management. Adept at leveraging advanced Excel for data accuracy, driving process improvements, and fostering collaborative solutions. Recognized for effective communication and leadership, ensuring compliance and strategic alignment.

A highly skilled professional with expertise in strategic planning, quality assurance and reporting demonstrating exceptional problem-solving and communication skills. Strong analytical background with critical thinking skills. Known for remaining calm under pressure and effectively managing various deliverables.

Dedicated Science Educator with extensive experience in implementing engaging lesson plans and innovative teaching strategies. Committed to enhancing student learning through interdisciplinary projects and hands-on learning experiences.
Dynamic IGEP Coordinator and received the Program of Excellence distinction from the CT Department of Education for enhancing global engagement in education.
Developed comprehensive IGE Pathway culminating project standards, rubric, and facilitation program to enhance student culminating globally-focused projects.

Detail-oriented, versatile, collaborative, and dedicated candidate, demonstrating a Master’s Degree in Criminal Justice. Adept at crisis intervention, performing thorough investigations, conflict resolution, and supporting superiors through various administrative duties. Throughout professional career, I have gained extensive knowledge and experience in writing detailed reports, operating in a high stress environment, and effective leadership qualities.


Dynamic and dedicated Clerk Typist II-Bilingual/ Project Clerk with over 24 years of experience at Compton Unified School District with a proven track record in administrative support and budget preparation. Skilled in accurate data entry and document formatting, I excel in fast-paced environments, ensuring effective communication and compliance ensuring accurate and timely completion of tasks. Committed to enhancing operational efficiency and fostering collaboration among faculty.


Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills. Results-oriented professional with extensive experience in financial planning and strategic thinking. Demonstrated success in advising clients on investment strategies and enhancing customer satisfaction through effective communication.

Dynamic finance professional with experience at Inevst4EDU, excelling in financial reporting and analysis. Proven ability to identify investment opportunities and enhance client portfolios through advanced data analysis and strong interpersonal skills. Proficient in Excel and scenario modeling, driving impactful decision-making and stakeholder engagement.

Dynamic and results-driven professional with experience at Wealthspire Advisors, adept in investment strategies and client presentations. Proven ability to enhance client engagement through effective communication and meticulous data management. Skilled in financial software and problem-solving, contributing to improved portfolio performance and client satisfaction.

Wealth management intern with a strong foundation in financial analysis, portfolio management, and client relations. Skilled at market research, risk assessment, and developing investment strategies. Brings a competitive, team-driven mindset shaped by a passion for sports, applying the same focus and discipline to optimizing financial performance. Known for adaptability, analytical thinking, and clear communication in fast-paced environments

Leo McCoy

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Wealth Management Intern

Co-Founder

Barback

HR Intern

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Bachelor of Business Administration - Finance and Business Technology

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Wealth Management Intern

Barback

Co-Founder

HR Intern

Bachelor of Business Administration - Finance and Business Technology

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