Zack Bassett
Roswell,GA
Summary
Finance student at Georgia College & State University with experience in investment analysis, research, and client-focused work through a private wealth management internship and participation in the Student Managed Investment Committee. Skilled in Excel, financial analysis, and building investment presentations.
Overview
3
3
years of professional experience
Work History
Private Wealth Management Intern
Lee Hollingsworth, CFA
Roswell, GA
07.2024 - 12.2024
- Researched how AI can be used in financial advising to save time and improve client service
- studied client portfolios to understand performance, diversification, and overall strategy
- Helped put together client presentations and investment reports
- Built charts and visuals in Excel to show portfolio breakdowns and trends
- Researched stocks, sectors, and the market to support investment decisions
- Contributed to newsletters by breaking down market updates in a clear, client-friendly way
- Helped with day-to-day tasks around the office
Food Service Worker
Moxie Burger
Roswell, GA
04.2024 - 05.2025
- Prepared and assembled food orders
- Provided training support for new staff on food handling procedures and operational tasks.
- Maintained cleanliness of workstations, ensuring compliance with health and safety regulations.
- Assisted customers with menu selections, enhancing overall dining experience.
Legal Intern
Brown Law, LLC
Roswell, GA
05.2023 - 12.2023
- Conducted legal research on case law to support ongoing cases
- Drafted basic legal documents like pleadings and discovery materials
- Organized case files and managed documents to keep everything running smoothly
- Assisted with general office tasks to support attorneys and staff
- Categorized and organized firm invoices in Excel to track expenses and improve recordkeeping
Team Member
Chick-fil-A
Roswell, GA
07.2022 - 04.2023
- Provided exceptional customer service in fast-paced environment
- Assisted team in food preparation and assembly
- Operated kitchen equipment efficiently
- Collaborated with team members to streamline order fulfillment processes
Education
Bachelor of Science - Finance
Georgia College And State University
Milledgeville, GA05-2029
Skills
- Quick learner
- Positive attitude
- Multitasking
- Customer service
- Strong work ethic
- Problem-solving
- Team oriented
Timeline
Private Wealth Management Intern
Lee Hollingsworth, CFA
07.2024 - 12.2024
Food Service Worker
Moxie Burger
04.2024 - 05.2025
Legal Intern
Brown Law, LLC
05.2023 - 12.2023
Team Member
Chick-fil-A
07.2022 - 04.2023
Bachelor of Science - Finance
Georgia College And State University