Matthew Donnelly
Castleton-On-Hudson,NY
Summary
I am a motivated and enthusiastic Business and Finance student seeking an internship opportunity in a dynamic and thriving environment where I can sharpen my skills in Financial Analysis, Equity Research, Asset Management, etc. I am eager to apply my academic knowledge to real-world scenarios, contributing to the financial decision-making process while gaining more hands-on experience. I am excited about the opportunity to learn from industry professionals and contribute to projects that drive financial success and strategic growth.
Overview
4
4
years of professional experience
Work History
Guest Service Representative/Sandwich Artist
Pilot Flying J/Subway
Castleton On Hudson, New York
10.2020 - Current
- Learned basic Accounting/Financial roles while at Pilot and developed strong customer service skills.
- Prepared guests food and learned how to work under pressure.
- Developed efficiency while working in fast-paced environments.
Finance Intern
Retirement Wealth Advisors
Cape Coral, Florida
06.2023 - 08.2024
- Supported the development of personalized retirement plans by assessing financial needs and future income projections.
- Assisted in client meetings, taking notes and preparing follow-up action plans to address client concerns and objectives.
- Wrote scripts for television and radio.
- Collaborated with the team to improve data management systems, enhancing the efficiency of client account tracking and updates.
Education
Bachelor of Science - Business/Finance And ISBA
University At Albany
Albany, New York05-2026
Associate of Science - Business Administration
Hudson Valley Community College
Troy, New York05.2024
High School Diploma -
Maple Hill High School
Castleton-On-Hudson, New York06.2022
Skills
- Proficient in Microsoft Excel and other MS office services
- Time Management
- Excellent Leadership Skills
- Public Speaking
- Customer Service
- Work Ethic and Integrity
Awards
- Earned the Rank of Eagle Scout in July of 2020
- Inducted into the Phi Theta Kappa Honor Society while enrolled at Hudson Valley Community College
Timeline
Finance Intern
Retirement Wealth Advisors
06.2023 - 08.2024
Guest Service Representative/Sandwich Artist
Pilot Flying J/Subway
10.2020 - Current
Bachelor of Science - Business/Finance And ISBA
University At Albany
Associate of Science - Business Administration
Hudson Valley Community College
High School Diploma -
Maple Hill High School
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