Summary
Overview
Work History
Education
Websites
Timeline
Generic

Lucas Mayotte

Summary

I plan on studying Finance in college and have completed many activities that have cultivated this passion. These experiences have created strong leadership, time management, public speaking, and organizational skills that I believe will be helpful in assuring my success as a Finance major.

Overview

2
2
years of professional experience

Work History

Intern

Capital Wealth Advisors
06.2023 - Current

Completed a summer internship in 2023 where I shadowed many employees at Capital Wealth Advisors learning all the facets of Finance and Business. I completed rotations in portfolio management, the trade team, in house equity and fixed income research, estate and financial planning, and insurance and risk management. I would like to study finance in college so this was a great opportunity.

*PAID Internship rising Senior Year 2024 currently working here: I was asked to come back this summer as a paid intern where I worked with the wealth advisory team evaluating client's asset allocation and diversification portfolios, I conducted proprietary stock and bond research and learned about stock management. I helped the family business consulting team with 401 k reviews for clients, sat in on meetings that reviewed and recommended client retirement strategies, and worked on succession planning consultation portfolios for perspective clients.

Educational

University Of Georgia-Terry School Of Business

Applied to and was accepted to the University of Georgia's Terry School of Business Summer Accelerated High School Program at the UGA campus. It was a week-long program where I stayed in the dorms with students and attended sessions on core business disciplines like accounting, finance and marketing, as well as specialized areas like international markets and business. Also participated in team-building activities, such as a ropes course, leading to small-group projects, and finally a formal presentation at the end of the week.

Small Business Owner

Prestige Inventory Of Naples, LLC

I noticed a niche in the Naples, FL market so I created my own company Prestige Inventory of Naples. LLC. We specialize in inventory management, organization, and categorization of a wide range of collectible items including wine, rare books, coins, etc . Our team of experts provides comprehensive solutions to help you maintain and showcase your valuable possessions.

Sports Leader

Grade 9 JV Football Spring-Fall

15 hours week/ 35 weeks a year

Grade 9 FJV Basketball

15 Hours week/12 weeks a year

Grade 9 JV Lacrosse

15 Hours a week/12 weeks a year

Team Captain

Grade 10 Varsity Football

20 hours/week; 35weeks/year

Grades 10,11,12 Varsity Lacrosse

20 hours/week; 18 weeks/year

Grades 10,11,12 Club Lacrosse-Palm City Team/Naples Mustangs

15hours/week; 40 weeks/year

Participated in Club Lacrosse that basically is year-round. Competed in many out-of-town tournaments all over the state of Florida.

Volunteer

NCH Healthcare System And St. Matthews House
07.2022 - 08.2024
  • Assisted with special events and programs.
  • Maintained clean, neat, and operational facilities to serve program needs.
  • Used strong interpersonal communication skills to convey information to others.
  • Represented organization positively and professionally while providing community with much-needed services.
  • Maintained internal database of service workers, participants, activities and other relevant details.

Education

High School Diploma -

Barron Collier High School
Naples, FL
05.2025

Finance

Georgetown University
Washington, DC

Timeline

Intern

Capital Wealth Advisors
06.2023 - Current

Volunteer

NCH Healthcare System And St. Matthews House
07.2022 - 08.2024

Educational

University Of Georgia-Terry School Of Business

Small Business Owner

Prestige Inventory Of Naples, LLC

Sports Leader

High School Diploma -

Barron Collier High School

Finance

Georgetown University
Lucas Mayotte