Nathan R. Summerfield
Avon Lake
Summary
Highly motivated finance intern with a strong desire to further develop knowledge and practical experience in the field. Known for adaptability and diligence, eager to actively listen, learn, and provide valuable support to superiors. Seeking opportunity to apply drive and commitment in a dynamic work environment that values growth and professional development.
Overview
3
3
years of professional experience
Work History
Financial Intern
Game Plan Financial Advisors, LLC
05.2023 - 08.2024
- Evaluated trends in 200 stocks to provide clients guidance for their investment portfolios
- Successfully contacted and engaged with 1200+ potential new clients within a four-month period to cultivate strong relationships with key stakeholders in the football industry to result in long-term partnerships
- Worked directly with 150+ clients to fulfill their personal financial needs investing in the stock market
- Provided direct assistance to executive members to significantly improve productivity of the company
Delivery Driver
Jet's Pizza
11.2021 - 08.2023
- Handled cash transactions accurately to provide customers with correct change and receipts for purchases
- Communicated effectively and directly with consumers to address customer inquiries and complaints
- Managed up to 5 deliveries at once during peak hours to optimize productivity through route-planning
Busser/server
Las Cazuelas
04.2021 - 08.2021
- Worked tirelessly cleaning and making sure the customers were satisfied
- Engaged with customers in a positive and friendly manner
Education
Bachelor of Science - Business Administration, Finance
The Ohio State University, Max M. Fisher College of Business
Columbus, OH05.2026
Skills
- Customer service
- Attention to detail
- Effective multitasking
- Team collaboration
- Verbal and written communication
- Money handling
- Microsoft Excel proficiency
- Client relations
Activities Involvement
- Delta Tau Delta Fraternity, Columbus, OH, Active Member, 05/23, current, Participated in philanthropy events, Organized and planned 20+ events
- National Honor Society, Avon Lake, OH, Active Member, 08/19, 05/20, Conducted individual tutoring sessions with 25+ students to provide academic support in mathematics, Collaborated with teachers and parents to align tutoring sessions with the individual's academic goals, Provided the community with 50+ hours of volunteer work as a tutor during membership period
- Volunteer Inspirations Dance Academy, Avon, OH, Student Liaison, 08/18, 05/19, Provided assistance for 20 children with disabilities at a time in a dance classroom setting, Assessed each student's physical and emotional needs to provide a safe and comfortable environment, Assisted in planning the year-end recital by managing ticket sales and scheduling 40+ dance routines
Timeline
Financial Intern
Game Plan Financial Advisors, LLC
05.2023 - 08.2024
Delivery Driver
Jet's Pizza
11.2021 - 08.2023
Busser/server
Las Cazuelas
04.2021 - 08.2021
Bachelor of Science - Business Administration, Finance
The Ohio State University, Max M. Fisher College of Business
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