Summary
Overview
Work History
Education
Skills
Websites
Timeline
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Spencer Goldberg

Client Wealth Services Specialist
New York,NY

Summary

Hardworking employee enthusiastic about learning the sports industry inside and out. Pursues opportunities to learn new skills and contribute to group success. Offers strong administrative, relationship-building and problem-solving abilities.

Overview

3
3
years of professional experience
4
4
years of post-secondary education

Work History

Client Wealth Services Specialist

MAI Capital Management
New York, NY
06.2023 - Current
  • Aid Senior Wealth Advisors in providing financial planning to high net worth clients across several industries
  • Assisted in addition of over $30M AUM in past five months
  • Handled customer issues with confidence, using complex problem solving to provide effective resolution.
  • Informed clients of financial habits and flexibility through creation of detailed spreadsheets

Basketball Operations Intern

Glushon Sports Management
05.2022 - 08.2022
  • Supported Director of Marketing in fostering relationships with corporate partners and establishing client marketing plans
  • Contributed to client representation, including through contractual negotiations conducted alongside NBPA certified agents
  • Managed and facilitated clients' schedules by helping to plan their events and activities
  • Represented agency when meeting with team personnel during NBA Summer League in Las Vegas, NV.

Data Analytics & Insights Intern

Snack Media
02.2022 - 04.2022
  • Analyzed performance across different social media accounts of company (Instagram, Facebook and Twitter
  • Designed projections using existing strategies to forecast how previous content would fare going forward
  • Implemented new content strategies that increased viewership and following across platforms
  • Worked across three different departments within company (Content, Marketing, and Data Analytics).

Marketing Intern

Premier Talent Sports & Entertainment
05.2021 - 08.2021
  • Pitched marketing opportunities to both supervisors and clients to extend their reach beyond targeted demographics
  • Devised in-depth strategy to expand into representation of talent in additional sports
  • Formulated weekly presentations to promote clients and build their online presence
  • Coordinated with co-workers on marketing plans to expand agency's brand and image.

Education

Bachelor of Arts - Sports Managament

University of Michigan
Ann Arbor
08.2019 - 05.2023

Skills

Microsoft Excel & PowerPoint

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Timeline

Client Wealth Services Specialist

MAI Capital Management
06.2023 - Current

Basketball Operations Intern

Glushon Sports Management
05.2022 - 08.2022

Data Analytics & Insights Intern

Snack Media
02.2022 - 04.2022

Marketing Intern

Premier Talent Sports & Entertainment
05.2021 - 08.2021

Bachelor of Arts - Sports Managament

University of Michigan
08.2019 - 05.2023

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Spencer GoldbergClient Wealth Services Specialist