TIMOTHY J PICKERING
South Dartmouth,MA
Summary
Highly motivated and enthusiastic Finance student with an advanced foundation in financial modeling, investment analysis, and accounting principles. Proficient in Microsoft, Java and financial reporting, with hands-on experience through coursework, and personal projects. Well-spoken with the ability to maintain conversation and collaborate with others to exceed in tasks. Eager to apply financial knowledge and technical skills in a dynamic environment to support business growth and financial success.
Overview
7
7
years of professional experience
Work History
Intern
Cross Agency
Providence, Rhode Island
08.2026 - Current
- Organized digital files and kept agency records accurate for daily operations.
- Prepared meeting briefs, status notes, and presentation materials for supervisors.
- Tracked project tasks and followed agency workflows to support timely completion.
- Built positive working relationships with staff and management.
- Utilize AMS360 agency management software to assist with client account management, policy documentation, and organization of insurance records.
- Shadow experienced insurance professionals to gain hands-on knowledge of account management, underwriting processes, and insurance operations
- Assist account managers and producers with daily responsibilities, client-related tasks, and various agency projects.
Caddie
The Aquidneck Club
Portsmouth, RI
05.2025 - Current
- Delivered exceptional customer service by anticipating player needs, maintaining a professional demeanor, and ensuring a smooth pace of play.
- Provide conversation with member to create a plan on the spot to put client in the best position possible
- Strengthened communication and teamwork skills by collaborating with players, other caddies, and course staff to ensure an efficient and enjoyable round.
Bag Room Employee
Country Club of New Bedford
North Dartmouth, Massachusetts
03.2024 - 10.2026
- Introduced and greeted members and guests to ensure their priorities were completed and exceeded expectations.
- Participated in mentoring and training new staff.
- Delivered a quality of service to members and their guests to contribute an increase in customer base returns.
- Collaborated with other staff members daily in oversight of golf play and events.
- Provided sincere and courteous service displaying integrity and values while providing initiative, creativity and communications
Laborer
Chase Property Services
South Dartmouth, MA
03.2020 - 01.2025
- Maintained a safe work environment by adhering to all safety protocols and guidelines.
- Executed given tasks for various projects in a timely and accurate manner.
Education
Bachelor of Science - Finance
University of Massachusetts, Dartmouth
North Dartmouth, MA12-2026
University of Mississippi
Oxford, MS12-2023
High School Diploma -
Dartmouth High School
South Dartmouth, MA05-2022
Skills
- Effective Time Management
- Prioritization & Task Management
- Experienced in AMS 360
- Great communication with customers
- Efficient in Microsoft Access
- Proficient in all Microsoft and Google Platforms
- Skilled in Company Valuations
- Investment Analysis
- Financial Modeling
- Stock Analysis
- Effective Verbal & Written Communication
- Problem solving
- Resilience & Adaptability
- Active Listener
- Coachable
Accomplishments
- Semester Long Excel Capstone Project: Developed a comprehensive financial model using Excel to analyze company performance and cost optimization. Applied advanced Excel functions, including pivot tables, VLOOKUP, financial formulas, and data visualization tools.
- Dean's List University of Massachusetts - Dartmouth (Fall 2024 and Spring 2025 Semesters): Recognition for outstanding academic performance
- Forage JPMorgan Chase – Investment Banking Job Simulation Certificate: Completed a hands-on job simulation focus on financial analysis, valuation methodologies, and transaction advisory. Gained practical experience in Excel modeling, risk assessment, and investment strategies, mirroring real-world tasks performed by investment banking analysts.
Timeline
Intern
Cross Agency
08.2026 - Current
Caddie
The Aquidneck Club
05.2025 - Current
Bag Room Employee
Country Club of New Bedford
03.2024 - 10.2026
Laborer
Chase Property Services
03.2020 - 01.2025
Bachelor of Science - Finance
University of Massachusetts, Dartmouth
University of Mississippi
High School Diploma -
Dartmouth High School