Owen Warner Maxwell
San Diego
Summary
I am a third-year college student with relevant work, volunteering, and team experiences. I am seeking employment opportunities to build my skills, knowledge, and abilities through challenging opportunities in an exciting environment. My long-term goal is to seek a career in the finance industry.
Overview
4
4
years of professional experience
Work History
Event Staff Member
Associated Students SDSU
San Diego, California
11.2025 - Current
- Managed registration processes for guests, ensuring smooth check-in experiences.
- Provided excellent customer service to attendees during events and activities.
Wealth Management Intern
CFG Wealth Management
01.2025 - 04.2025
- Conducted sales phone calls with potential high net worth clients, connecting them with financial advisors
- Used Salesforce software platform, strengthening my knowledge on client leads and current client financial data
- Learned the importance of client relationships and financial data tracking
Skateboard Camp Instructor
Enter Skateboarding - Fremont Parks and Recreation
06.2024 - 08.2024
- Taught kids aged 5 through 10 the fundamentals of skateboarding and worked with them to practice their skills
Grocery Clerk and Stocker
Al's Food Market Inc.
09.2021 - 12.2023
- Managed store stocking and facing before, during, and after store hours.
- Served as an overflow cashier using registers to help with busy store hours
- Collaborated with coworkers to divide and assign daily activities
Education
Bachelor of Arts (B.A.) - Business Administration (Financial Services)
San Diego State University
San Diego05.2027
Skills
- Financial accounting literacy
- Salesforce
- Microsoft Word
- Microsoft Excel
- Customer relationship management
- Youth mentorship
References
Parker Rutherfurd, CFG Wealth Management, prutherford@cfgwmt.com, 760-402-9647
Timeline
Event Staff Member
Associated Students SDSU
11.2025 - Current
Wealth Management Intern
CFG Wealth Management
01.2025 - 04.2025
Skateboard Camp Instructor
Enter Skateboarding - Fremont Parks and Recreation
06.2024 - 08.2024
Grocery Clerk and Stocker
Al's Food Market Inc.
09.2021 - 12.2023
Bachelor of Arts (B.A.) - Business Administration (Financial Services)
San Diego State University