William Bertoli
Columbus,OH
Overview
4
4
years of professional experience
Work History
Server
Shooters Sports Grill
Maineville, Ohio
03.2023 - Current
- Delivered attentive hospitality by taking accurate orders, making menu recommendations, and efficiently serving food and beverages in a fast-paced dining environment.
- Partnered with kitchen staff and front-of-house team members to ensure seamless service, resolve customer concerns promptly, and maintain precise point-of-sale cash handling.
- Assisted in training new servers on menu items and service protocols.
Wealth Management Cohort Head
Tigers Incorporated
Loveland, Ohio
08.2024 - 05.2025
- Co-managed a five-figure investment portfolio using quantitative analysis, driving a ~20% return in 2024 while outperforming key benchmark indices.
- Managed full-scope financial operations and budget allocations for the organization, maintaining exact ledger integrity, monitoring cash flow, and forecasting fiscal performance.
- Networked with top financial institutions, including JPMorgan Chase and Goldman Sachs, to visit their headquarters and organize high-impact professional development opportunities while also visiting the New York Stock Exchange.
Volunteer Leader
Younglife
Dublin, Ohio
08.2025 - Current
- Partnered with a team of 5 volunteer leaders to co-design weekly programming, coordinated event logistics, and streamline group communication to deliver impactful youth outreach initiatives.
- Facilitated weekly small group discussions and discipleship initiatives, building high-trust relationships with high-schoolers to foster personal growth and spiritual development.
- Engaged with parents, school administrators, and local community partners to build support networks, communicate program vision, and recruit prospective student participants.
Volunteer Soccer Coach
Dublin Jerome High School
Dublin, Ohio
05.2026 - Current
- Instructed players on game strategies and techniques during practices and matches.
- Mentored younger players, fostering leadership and responsibility on the field.
- Communicated effectively with players and parents regarding schedules and expectations.
Education
Bachelor of Science in Business Administration - Finance
The Ohio State University
Columbus, OH05-2029
Skills
- Financial Analysis
- Portfolio Management
- Leadership Development
- Team Collaboration
- Strong Work Ethic
- Microsoft Excel Certified
Timeline
Volunteer Soccer Coach
Dublin Jerome High School
05.2026 - Current
Volunteer Leader
Younglife
08.2025 - Current
Wealth Management Cohort Head
Tigers Incorporated
08.2024 - 05.2025
Server
Shooters Sports Grill
03.2023 - Current
Bachelor of Science in Business Administration - Finance
The Ohio State University