Intern
Tritus Wealth Management
Sugar Land, Texas
06.2025 - 08.2025
- Helped keep client information organized and up to date.
- Shadowed advisors to learn about wealth management and client service.
- Assisted staff with software tools used in the firm.
Paul Orsborn
San Antonio,TX
Summary
Motivated Sales Development Representative with hands-on experience in lead generation, client outreach, and customer relationship management. Skilled at building rapport with business owners, creating targeted campaigns, and supporting teams to meet and exceed sales goals. Recognized for strong communication, adaptability, and a problem-solving mindset that contributes to team success.
Work History
Sales Development Representative
Pulse Marketing
Sugar Land, Texas
01.2025 - 05.2025
- Reached out to potential clients by phone and email to qualify leads.
- Created and scheduled posts for company social media accounts.
- Built targeted contact lists for campaigns.
- Worked with business owners to increase awareness of their brands.
Education
Bachelor of Science - Finance
The University of Texas At San Antonio
San Antonio, TX05-2029
Skills
- Client relationship management
- Sales Outreach & Cold Calling
- Lead Qualification
- CRM & Database Management
- Social Media Marketing & PR Campaigns
- Microsoft Office & Excel (Certified)
- Teamwork & Communication
- Problem-Solving & Goal Orientation
Overview
1
1
year of professional experience
1
1
Certification
Certification
- Microsoft Office Certification
Accomplishments
- Member of Investment Club at UTSA
Timeline
Intern
Tritus Wealth Management
06.2025 - 08.2025
Sales Development Representative
Pulse Marketing
01.2025 - 05.2025
Bachelor of Science - Finance
The University of Texas At San Antonio
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