Summary
Overview
Work History
Education
Skills
Certification
Involvements
Timeline
Generic

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, Pennsylvania
2024

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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Matthew Puleo