Natalie MacCausland
Shrewsbury,MA
Summary
Dynamic finance intern at LPL Financial with a strong work ethic and expertise in financial analysis. Successfully prepared comprehensive client reports and streamlined data management processes. Proven ability to collaborate effectively in team settings while delivering exceptional customer service as a barista, ensuring quality and consistency in every interaction.
Overview
2
2
years of professional experience
Work History
Finance Intern
LPL Financial
06.2025 - 08.2025
- Prepared client reports by updating their current and target asset allocation for review meetings
- Created various Excel spreadsheets to help the advisor manage his business and keep an updated schedule on clients
- Organized and transferred client information from Salesforce CRM to Redtail CRM
Barista
Underground Bakery
06.2023 - 08.2023
- Prepared espresso beverages, ensuring quality and consistency in every cup.
- Maintained cleanliness and organization of workspaces, adhering to health and safety standards.
- Provided friendly customer service, addressing inquiries and resolving issues promptly.
- Assisted in inventory management by restocking supplies as needed during shifts.
- Promoted a welcoming atmosphere by greeting customers with a friendly demeanor and promptly addressing their needs.
Education
Business Management
Coastal Carolina University
Conway, South Carolina, SCSkills
- Financial analysis
- Team collaboration
- Customer service
- Data analysis
- Financial reporting
- Strong work ethic
Timeline
Finance Intern
LPL Financial
06.2025 - 08.2025
Barista
Underground Bakery
06.2023 - 08.2023
Business Management
Coastal Carolina University