Zachary Ries
St. Albans,VT
Summary
Motivated and detail-oriented student with experience in wealth management, sales, and customer service. Strong analytical and interpersonal skills developed through internships and work experience in financial services and recognized for academic excellence, and a strong work ethic. ethic. Seeking opportunities to leverage financial acumen and client relationship management skills in a professional setting.
Overview
5
5
years of professional experience
Work History
Bartender
Feral Fox
Alburgh, Vermont
05.2025 - Current
- Prepared and served a variety of cocktails and beverages to customers.
- Maintained cleanliness and organization of the bar area throughout shifts.
- Handled cash transactions and processed payments accurately and efficiently.
Wealth Management Intern
Seventy2 Capital Wealth Management
Hunt Valley, MD
05.2024 - 08.2024
- Assisted financial advisors in portfolio analysis and investment research
- Conducted market research to support investment recommendations
- Engaged with clients to provide support and enhance client experience
Pro Shop Assistant
Hayfields Country Club
Hunt Valley, MD
05.2024 - 08.2024
- Managed inventory and assisted members with golf equipment and merchandise
- Provided excellent customer service in a fast-paced club environment
- Assisted in organizing golf tournaments and events
Pro Shop Assistant
Champlain Country Club
Swanton, VT
06.2020 - 06.2024
- Provided customer service to club members and guests
- Processed transactions and maintained store organization
- Assisted in scheduling tee times and handling reservations
Sales Assistant
Progressive Auto
Swanton, VT
08.2021 - 08.2023
- Assisted customers in selecting automotive products and services
- Managed transactions and provided excellent customer service
- Contributed to sales targets through effective communication and relationship-building
Education
Finance
University of Vermont
Burlington05-2027
Business
Marymount University
Arlington, VASkills
- Financial Analysis & Investment Research
- Customer Service & Relationship Management
- Sales & Retail Operations
- Market Research & Data Analysis
- Microsoft Office Suite (Excel, Word, PowerPoint)
- CRM Software & Financial Planning Tools
Timeline
Bartender
Feral Fox
05.2025 - Current
Wealth Management Intern
Seventy2 Capital Wealth Management
05.2024 - 08.2024
Pro Shop Assistant
Hayfields Country Club
05.2024 - 08.2024
Sales Assistant
Progressive Auto
08.2021 - 08.2023
Pro Shop Assistant
Champlain Country Club
06.2020 - 06.2024
Finance
University of Vermont
Business
Marymount University
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