Philip Balsam
Bergenfield,NJ
Summary
Motivated finance student interested in applying excellent communication, and people skills to a Finance role. Experienced in working with teams and creating company relationships over the past summer while working as a finance intern at the stock brokerage Webull. All the while being able to thrive in any situation expressed heavily by leading teens, as an advisor on a teen leadership summer program.
Overview
1
1
year of professional experience
Work History
Finance Intern
Webull
New York, NY
06.2023 - 08.2023
- Shadowed team members to enhance skills and contribute to finance objectives.
- Developed and utilized spreadsheets, databases, and other computer applications to complete assigned tasks.
- Performed administrative tasks and assisted with special projects to support finance department operations.
Teen Leadership Program Advisor
NCSY Summer
07.2022 - 08.2022
- Led Multiple Charity opportunities for teenagers.
- Modeled positive behavior for residents by providing leadership and positive interactions.
- Collaborated with Advisors to communicate relevant information.
Jewish Observer (Mashgiach)
Rcbc
Teaneck, NJ
03.2022 - 08.2022
- Made sure everything in the restaurant/Nursing homes kitchen was good to eat based on Jewish laws (Kosher)
- Learned a basic understanding of how in and out deliveries worked and a basic idea of how to manage a business.
- Understood and follow oral and written directions.
- Worked successfully with diverse coworkers to accomplish goals and address issues related to our products and services.
Education
Bachelor of Science - Finance
Yeshiva University
New York, NY05.2025
High School Diploma -
Yeshiva University High School For Boys
New York, NY05.2020
Gap Year
YSMZ
Mevaseret Tzion IsraelSkills
- Problem-Solving
- Outgoing and Positive Individual
- Experience in Leadership
- People Skills
- Reliable & Trustworthy
- Strong Excel Skills
Timeline
Finance Intern
Webull
06.2023 - 08.2023
Teen Leadership Program Advisor
NCSY Summer
07.2022 - 08.2022
Jewish Observer (Mashgiach)
Rcbc
03.2022 - 08.2022
Bachelor of Science - Finance
Yeshiva University
High School Diploma -
Yeshiva University High School For Boys
Gap Year
YSMZ
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