wealth management intern resume example with 5+ years of experience

(555) 432-1000,
Montgomery Street, San Francisco, CA 94105
University of Southern California Los Angeles, California Expected in 2019 BBA : Economics - GPA :
  • Dean's List
  • 3.73 GPA
Byram Hills High School Armonk, NY Expected in 2015 High School Diploma : - GPA :
Work History
Mountain American Credit Union - Wealth Management Intern
Apache Junction, AZ, 01/2017 - Current
  • Working directly under Managing Director 
  • Fostered business relationships and provided significant increase in customer service, resulting in solidification of client base and significant revenue expansion.
  • Reaching out to clients on behalf of private equity sponsors (Apollo, Blackstone, Silver Lake) for alternative investment opportunities
  • Creating financial goals analysis reports to initiate a unique and comprehensive blueprint for prospective clients

Lippert Components - Associate
Waxahachie, , 08/2016 - Current
  • Chosen from a large applicant pool to work as an advisor to the Blackstone Launchpad 
  • Blackstone Launchpad at USC currently has several startups under its wing with around $1 million in funding
  • Part of the management team to further connect the Blackstone Launchpad with the student base
  • Help to organize 1,000 pitch competition at USC enabling students to pitch their ideas to investors for potential seed funding
  • Connect with startup employers in the Los Angeles area and found over 50 potential job opportunities averaging over $70,000 base salaries for USC students looking to work in the startup ecosystem
  • Personally interviewed and connected with top leaders in the venture capital industry to understand the mindset it takes to succeed for both the entrepreneur and the venture capital firm (this included Greycroft co-founder Dana Settle)      

Innosight - Summer Analyst
Boston, MA, 04/2016 - 07/2016
  • Formed debt repayment models for various Chapter 11 Bankruptcies such as $18B Caesar's Entertainment Case
  • Analyzed credit investment opportunities including various Plan of Reorganizations to prioritize the debt holders and calculate the pay-back on their bankruptcy claim based on liquid asset value
  • Cold-called hundreds of creditors a day 
  • Personally closed over $500,000 in bankruptcy claims from various creditors across multiple bankruptcies (Caesars, Circuit City, Kalobios Pharmaceuticals)
  • Displayed historical returns to be included in a deck for the formation of a new fund                                                                                                           

Draftkings - Summer Associate
Hoboken, NJ, 04/2015 - 07/2015
  • Conducted financial research for high net-worth individuals
  • Consolidated financial data and materials for key leadership meetings
  • Organized client database to make it more efficient and reached out to clients to schedule meetings
  • Gathered industry information for potential investments
The Whippoorwill Club - Golf Caddy
City, STATE, 05/2014 - 08/2014


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Resume Overview

School Attended

  • University of Southern California
  • Byram Hills High School

Job Titles Held:

  • Wealth Management Intern
  • Associate
  • Summer Analyst
  • Summer Associate
  • Golf Caddy


  • BBA
  • High School Diploma

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