Adaptable intern skilled in teamwork and quick learning. Experienced in analyzing financial data and preparing reports, dedicated to supporting clients in achieving their financial goals and optimizing investment strategies.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Intern
PNC Bank
Mentor, OH
06.2025 - 08.2025
Assisted advisors in developing personalized financial plans, including budgeting, retirement, and investment strategies
Conducted research on stocks, mutual funds, and ETFs to support portfolio recommendations
Analyzed client financial data to identify opportunities for growth, risk reduction, and long-term planning
Prepared reports, presentations, and portfolio summaries for client meetings
Cook
Mean Mugs Pub
Mentor, OH
11.2021 - 12.2023
Prepared high-quality dishes following standardized recipes and presentation standards.
Collaborated with kitchen staff to ensure timely meal service during peak hours.
Maintained the cleanliness and organization of kitchen equipment and workstations.
Assisted in menu planning, contributing creative ideas for seasonal specials.