Sergio Ilario
Holbrook,NY
Summary
Currently a senior at the State University of New York at Oneonta, majoring in Economics with a minor in Finance. As a member of the Men’s Lacrosse team, I have developed strong time-management, discipline, and teamwork skills. Through coursework and internships, I am building a foundation in finance and investing strategies and am eager to contribute to helping clients grow and manage their personal wealth.
Overview
4
4
years of professional experience
Work History
Intern
Rockline Wealth
05.2021 - 08.2025
- Participated in various work-related projects.
- Activity Picked five stocks to invest in and monitored them the entire summer to check progress.
- Improved my communications skills by participating in client discussions.
- Improved stock analysis skills by interviewing various Tesla owners as one determination if the stock is a viable investment.
Education
Bachelor of Science - Economics
Suny Oneonta
Oneonta05-2026
Skills
Technical skills: Proficient in MS word, Google Doc, Microsoft office suite, Powerpoint,
Teamwork: Previous experience working in an office environment, member of HS and college lacrosse teams
Communication: Excellent written and oral communications skills, participating in lacrosse has taught me the importance of verbal communications
Adaptability and flexibility: learned to adapt with a heavy course load in college while remaining a prominent figure on a college lacrosse team
Accomplishments
National Honor Society: Long ISland Lutheran High School
Bloomberg Market Concepts: Suny Oneonta
Accepted into College fed challenge: Suny Oneonta
Timeline
Intern
Rockline Wealth
05.2021 - 08.2025
Bachelor of Science - Economics
Suny Oneonta