Luke Cofsky
Walpole,MA
Summary
Wealth Management Intern with real-world experience supporting daily activities. Excellent team collaborator and resilient in results-oriented professional settings.
Dynamic food and beverage attendant focused on enhancing customer satisfaction through strategic upselling and comprehensive staff training. Expertise in organizing events and maintaining service excellence consistently drives positive guest experiences in fast-paced environments. Effective communicator dedicated to elevating service standards.
Overview
5
5
years of professional experience
Work History
Food and Beverage Attendant
Walpole Country Club
Walpole, US
08.2021 - Current
- Applied excellent communication skills when interacting with customers and coworkers alike.
- Displayed strong organizational skills when preparing tables for guests prior to their arrival.
- Coordinated event facilities and equipment, cleans areas, and organizes supplies.
- Trained new staff in bussing and cleaning procedures.
Wealth Management Intern
North Atlantic Invest Partners of Raymond James
Newton, Massachusetts
06.2026 - 08.2026
- Assisted financial advisors with client portfolio management and strategy development.
- Connected potential clients with advisors.
- Maintained accurate records of client interactions and investment transactions in CRM systems.
- Supported team with administrative and clerical tasks.
Education
Bachelor of Science (B.S.) - Finance
Merrimack College
North Andover, MA, USSkills
- Word
- Excel
- Powerpoint
- Communication
- Ability to Multitask
- Phone orders
- Data Organization
- Upselling strategies
Awards
- Merrimack College President's List
- Merrimack College Dean's List
Timeline
Wealth Management Intern
North Atlantic Invest Partners of Raymond James
06.2026 - 08.2026
Food and Beverage Attendant
Walpole Country Club
08.2021 - Current
Bachelor of Science (B.S.) - Finance
Merrimack College