Spencer Corley
Littleton,CO
Summary
Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
1
1
year of professional experience
1
1
Certification
Work History
UBS Client Associate Internship
UBS
05.2023 - 02.2024
- Supported wealth management advisors in managing client portfolios by conducting research and analysis.
- Coordinated events aimed at strengthening relationships between existing clients while simultaneously attracting new prospects interested in the firm''s offerings.
- Maintained accurate records of client transactions, investments, and other financial activities to ensure compliance with regulatory requirements.
- Contributed to the growth of assets under management by working alongside senior associates in identifying potential opportunities for portfolio expansion.
- Handled sensitive information with discretion, adhering to strict confidentiality guidelines and policies established within the organization.
Education
Bachelor of Arts in Business Administration - Real Estate Studies, Finance
05.2022
Skills
- Proficient in Microsoft Office (Word, Excel, PowerPoint, Outlook) and Argus
- English; Proficient in Spanish
- Financial Planning
- Wealth Management
- Critical Thinking
- Financial Analysis
- Industry Knowledge
- Data Analysis
- Organizational Skills
Community Service Experience
- A Precious Child, Broomfield, Colorado, Internship, 2018-05-01, 2018-08-31, Worked as an intern providing service and assistance to A Precious Child located in Broomfield, Colorado. My role was overseeing the educational programs/materials given to families who cannot afford an education for their kids. I modified, edited, organized, and finalized all program documents in both English and Spanish.
- Head Start Giving Tree/Adams County School District, 2013-01-01, 2018-12-31, Purchased, wrapped, and delivered holiday gifts for five low-income Kindergarten classrooms. Five-year family service project that grew from 1 classroom to over 200 students and their siblings in a 5-year period.
- Costa Rica Spanish Community Project/Immersion Experience, Helped locals build a bridge for their village and participated in a two-week cultural immersion homestay program.
Hobbies and Interests
- Ice Hockey
- Golf
- Skiing
- Stocks
- The Wall Street Journal
- Comedy Movies
Certification
- 17-Course Real Estate Financial Modeling Accelerator
- Studying for SIE
- Seeking Sponsorship for Series 7
Languages
Spanish
Limited Working
Timeline
UBS Client Associate Internship - UBS
05.2023 - 02.2024
University of St. Thomas - Bachelor of Arts in Business Administration, Real Estate Studies, Finance