A position in corporate finance that utilizes my computer skills and interpersonal skills.
Morgan StanleyJune 2014 to August 2014Wealth Management Intern Deerfield, IL
Utilized 3D (propriety tech platform) to create performance reports for client portfolios, and conducted market research in order to explain performance trends to clients.
Assisted in creating a conservative, moderate, and aggressive investment portfolio based on a variety of metrics to ensure that clients with similar needs receive similar results, and thus streamline the entire investment process for 200+ clients.
Helped conduct LifeViews for new clients in order to create a personalized financial strategy for them.
Part of this was demonstrating what would happen to specific portfolios during bull and bear markets, recessions, wars, and other scenarios in order for the client to select what was the best for his/her needs.
Made use of the portfolio analysis software "Zephyr" for the purpose of comparing the risks and returns of certain portfolios to their appropriate indexes over a given time lapse.
Participated in a stock market competition among the other interns with a fictitious $1 million budget with regulations on certain stock holdings.
Vector MarketingJune 2013 to August 2013Senior Advisor Northbrook, IL
Developed salesmanship skills in kitchen cutlery through various training sessions and through client presentations.
Coordinated a daily schedule with clients to set up presentation appointments and enhanced organization skills, leadership skills, and public speaking skills.
Sold $9,198 of Cutco Cutlery in 29 appointments.
Sigma Alpha Mu Social FraternitySeptember 2012 to CurrentHead Recruitment Chair Champaign, IL
Responsible for planning new events for the recruitment of new members.
Mentored new members in getting accustomed with university.
Camp Horseshoe For BoysJune 2011 to August 2012Head Counselor Rhinelander, WI
Managed daily schedule for baseball department as well as leading drills to create a fun, safe, and challenging environment for players.
Lead campers on various canoe, hiking, and camping trips embracing an entertaining, secure, and enthusiastic atmosphere.
Executed the water front protocol drills to instill safety for campers.
Education and Training
University of IllinoisMay 2016Bachelor of Science: FinanceUrbana-ChampaignFinance GPA: 3.4/4.0
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Companies Worked For:
Sigma Alpha Mu Social Fraternity
Camp Horseshoe For Boys
University of Illinois
Job Titles Held:
Wealth Management Intern
Head Recruitment Chair
Bachelor of Science : Finance
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