Lucas Oestreicher
Miami
Summary
Detailed-oriented student pursuing a bachelors degree in finance. Experienced in Excel and PowerPoint, with experience in client relationship management as well.
Overview
6
6
years of professional experience
Work History
Apprentice
Jaxon Golf
Somerville, MA
08.2025 - Current
- Assisted in assembling golf clubs, ensuring quality standards met.
- Supported inventory management by tracking and organizing stock levels.
- Maintained cleanliness and organization of workspaces to enhance efficiency.
- Learned safety protocols for handling tools and equipment effectively.
Intern
Insigneo
Miami, FL
05.2024 - 08.2024
- Created PowerPoints of different funds and ETF's to present to Financial Advisors.
- Met with different companies and clients to see which funds to pitch to investors.
- Designed excel templates to aid Financial Advisors in managing their clients accounts.
Cashier
The Fresh Market
Miami, FL
05.2020 - 02.2021
- Trained new employees on how to operate their registers as well as other tasks.
- Assisted customers with product inquiries and provided service.
- Maintained clean and organized checkout areas to enhance shopping experience.
Education
Bachelor of Science - Finance
Bentley University
Waltham, MA05-2026
Skills
- Proficient in Excel
- Proficient in PowerPoint
- Proficient in Spanish
- Bloomberg Certified
Timeline
Apprentice
Jaxon Golf
08.2025 - Current
Intern
Insigneo
05.2024 - 08.2024
Cashier
The Fresh Market
05.2020 - 02.2021
Bachelor of Science - Finance
Bentley University