Rowan Bruno
Austin,TX
Summary
Results-driven professional specializing in client engagement and project management. Experienced in investment research and relationship management, coordinating complex workflows to meet client needs. Strong attention to detail and effective communication promote team collaboration and drive optimal outcomes in fast-paced environments.
Overview
2
2
years of professional experience
Work History
Associate, Client Solutions
GLG - Gerson Lehrman Group
07.2025 - Current
- Supported management of 20+ concurrent projects each week, handling scope, outreach, scheduling, project follow-up, and client communication from intake through resolution.
- Identified workflow risks and process gaps early, raised issues with clear recommendations, and drove items through closure.
- Partnered with operations, compliance, and leadership teams to align priorities, manage cases, and strengthen client engagement.
- Delivered accurate, detailed reports that kept all parties informed and aligned throughout the project lifecycle.
Outside Golf Operations
The Montecito Club
Santa Barbara, California
09.2024 - 06.2025
- Managed job responsibilities during enrollment at UCSB.
- Worked in a team format to provide members with personalized service.
- Allocated personnel and resources throughout the day.
- Build lasting relationships with the membership in ways that uphold the club's values and reputation.
Wealth Management Intern
Robertson Stephens
Jackson, Wyoming
07.2024 - 08.2024
- Oversaw the trading and rebalancing of portfolios.
- Saw how the firm operated as a team with Advisors connecting with different offices (investment, retirement, divorce) to deliver a full circle financial planning service.
- Developed an understanding on how to operate Tamarac, Emoney, Salesforce and custodian websites like Schwab and Fidelity.
Education
Bachelor of Arts - Economics
University of California Santa Barbara
Santa Barbara, CA06-2025
Skills
- Project coordination
- Investment research
- Microsoft Excel
- Data collection and analysis
- Workflow escalation
- Operations support
- Work prioritization
- Client engagement
- Team collaboration
- Clear communication
- Communication skills
- Attention to detail
- Relationship management
Timeline
Associate, Client Solutions
GLG - Gerson Lehrman Group
07.2025 - Current
Outside Golf Operations
The Montecito Club
09.2024 - 06.2025
Wealth Management Intern
Robertson Stephens
07.2024 - 08.2024
Bachelor of Arts - Economics
University of California Santa Barbara