Sofie Bea Schusterman
New Orleans,Louisiana
Summary
Dedicated and versatile professional with a successful background as a Camp Counselor and Intern at Janney Montgomery Scott. Proven ability to leverage skills gained through diverse volunteer experiences in Guatemala, Peru, and Thailand. Proven ability to lead teams and collaborate effectively with peers, professors, and professionals from diverse backgrounds. Experience in financial analysis, client communication, and strategic planning, positioning myself as capable and knowledgeable in financial services. Adaptable to new environments and challenges with a proactive approach to learning and personal development. Eager to apply strong communication, interpersonal, and organizational skills best suited to add to a diverse cohort. My unique blend of experiences makes me a valuable asset who can contribute to any team dynamic while accomplishing the objectives assigned to me.
Overview
10
10
years of professional experience
Work History
Intern
Janney Montgomery Scott
New York City, New York
06.2023 - 08.2024
- Assisted in all aspects of financial planning and wealth management
- Specifically in the development of client-requested financial plans
- Interacted with clients to gather data necessary to construct profiles and long-term estate management
- Development of appropriate assent allocations
- Participated in the construction of retirement planning and generational wealth transfers
Camp Counselor
Camp Lenox
Lenox, MA
06.2019 - 08.2022
- Developed engaging activities and supervised the safety of children aged 8-14 during overnight summer camp sessions
- Collaborated with fellow counselors and camp administrators to implement daily schedules and special events
- Fostered positive relationships with campers, addressed concerns, and provided emotional support when needed
Volunteer
Rustic Pathways
Udon Thani, Thailand
06.2018 - 07.2018
- Taught children swimming skills and organized activities through engagement around safety and survival in the water
- Supported the village with daily labor in the rice fields
- Contributed to community well-being by preparing nutritious meals, addressing food security concerns, and fostering a healthy lifestyle
- Experienced significant personal growth by navigating and understanding new culture and language
Volunteer
Rustic Pathways
Lima, Peru
01.2016 - 12.2017
- Assisted with math and English lessons in a local school, working with 3rd and 4th graders
- Learned to adapt in limited resource environments for an educational setting
- Cultivated a strong sense of empathy and compassion through direct engagement with children facing various socio-economic challenges
Volunteer
Cross-Cultural Solutions
Guatemala City, Guatemala
12.2014 - 01.2015
- Participated in the construction of a playground for a pediatric cancer hospital
- Met and entertained children from the hospital (ages 1-16)
- Helped and collaborated with a diverse team of volunteers to organize and execute educational and recreational programs for children, fostering a sense of teamwork and camaraderie
- Thrived in a dynamic and unfamiliar environment, demonstrating adaptability and resilience in the face of new challenges
- Enhanced language skills, particularly in Spanish, through daily interactions with local children and community members
Education
Bachelor of Arts - Major: Communications Minor: Business
Tulane University
New Orleans, LA12-2024
-
Ethical Culture Fieldston School
New York, New YorkSkills
- Outstanding communication skills
- Excellent interpersonal skills
- Strong organizational abilities
- Strong time management abilities
- Attention to detail
- Ability to multitask
- Adaptability
- Resilience
- Project management skills
- Proficient in Microsoft Office Suite
- Proficient in Excel
References
Financial Advisor at Janney Montgomery Scott.
Allie Niederhelman
Aniederhelman@gmail.com
240-731-8477
________________________________
President and CEO of The Ad Council
Lisa Sherman
Lsherman@adcouncil.org
917-576-7887
Affiliations
- Fan and player of soccer, basketball, tennis, and golf
Timeline
Intern
Janney Montgomery Scott
06.2023 - 08.2024
Camp Counselor
Camp Lenox
06.2019 - 08.2022
Volunteer
Rustic Pathways
06.2018 - 07.2018
Volunteer
Rustic Pathways
01.2016 - 12.2017
Volunteer
Cross-Cultural Solutions
12.2014 - 01.2015
Bachelor of Arts - Major: Communications Minor: Business
Tulane University
-
Ethical Culture Fieldston School
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