Motivated and ambitious college sophomore pursuing a career in finance, with hands-on banking experience gained through a summer internship and a strong interest in financial markets and investment management. Currently serving as Chief Financial Officer of my university’s investment club, where I contribute to financial analysis, investment discussions, and organizational leadership. Eager to leverage my banking knowledge, leadership experience, and strong work ethic to pursue opportunities in finance and continue developing professionally.
Work History
Chief Financial Officer
2 Months
Bridgewater Collegiate Investors | 08.2026 - Current
Promoted to Chief Financial Officer in August 2026
Develop and implement financial strategies to enhance organizational growth and sustainability.
Lead group of club members in stock pitches to investment committee
Manage $250,000 endowment fund and finances for the club
Analyzed operational issues and implemented corrective action to maximize profits
Collaborate with leadership to establish budgetary guidelines and allocate resources efficiently across the club
Recruited and interviewed new club members to strengthen club membership.
Supported club event scheduling and setup to enable smooth event execution.
Relationship Banker Intern
3 Months
Cape Cod Five Cent Savings Bank | 05.2026 - 08.2026
Cultivated strong customer relationships through personalized banking solutions and effective communication.
Analyzed client financial needs to recommend appropriate products and services, enhancing customer satisfaction.
Collaborated with team members to streamline processes, resulting in enhanced operational efficiency within the branch.
Resolved complex customer inquiries by applying problem-solving skills and financial product knowledge effectively.
Monitored account activity for compliance with regulations, ensuring adherence to bank policies and risk management standards.