Matthew Puleo
Harrisburg,Pennsylvania
Summary
Eager and diligent finance student at Messiah University, adept at collaborating within teams and independently. Recognized for a strong work ethic, proactive problem-solving, and dedication to delivering optimal customer service.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Intern
Janney Montgomery Scott LLC
01.2024 - Current
- Assisting advisor in gathering and implementing client's financial plan data into relevant systems
- Researching possible investment opportunities for revenue growth
- Becoming proficient in various financial tools (Thompson One, Naviplan, etc.)
Meat Wrapper
Costco Wholesale
08.2020 - Current
- Proficient in various meat department procedures including wrapping, cleaning, and inventory management
- Responsible for department setup, machinery assembly, and end-of-day cleanup
- Provided customer assistance regarding pricing, products, and operational inquiries.
Junior Research Analyst (Intern)
Enhancing Capital
06.2023 - 08.2023
- Conducted comprehensive market and company trend analyses
- Utilized financial research tools to create detailed company reports and updates
- Developed forecasting models using Microsoft Excel for evaluating company performance.
Bay Washer
CR Automotive Detailing
03.2019 - 08.2020
- Executed interior and exterior vehicle cleaning tasks including vacuuming, steam cleaning, and detailing
- Trained new hires on washing protocols and company guidelines
- Assisted customers with inquiries and maintained equipment hygiene.
Education
Bachelor of Science - Finance
Messiah University
Mechanicsburg, Pennsylvania2024
High School Diploma -
Harrisburg Christian School
2021
Skills
- Strong Work Ethic
- Teamwork and Collaboration
- Communication
- Problem-Solving
- Fast Learner
- Organization
- Microsoft Excel
Certification
SIE FINRA Certification
Involvements
- Messiah Men's Track and Field
- Messiah Men's Club Soccer (President)
- Messiah Investment Club
- National Honor Society while in High School
- Community Evangelical Free Church
Timeline
Intern
Janney Montgomery Scott LLC
01.2024 - Current
Junior Research Analyst (Intern)
Enhancing Capital
06.2023 - 08.2023
Meat Wrapper
Costco Wholesale
08.2020 - Current
Bay Washer
CR Automotive Detailing
03.2019 - 08.2020
Bachelor of Science - Finance
Messiah University
High School Diploma -
Harrisburg Christian School
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