Experience
Wealth Management Intern
Phoenix Financial Services Intern
06/2024 – Present
- Conducted financial modeling in excel to recommend optimal asset allocation and investment opportunities
- Executed trades with clients that fit in with their investment objective and investment time horizon
Sales Intern
- Collaborated with the sales team to identify potential customers and generate leads
- Assisted in the development and execution of sales strategies to exceed company target by 33%
- Conducted market research to understand customer needs and preferences
- Provided exceptional customer service and addressed inquiries to ensure customer satisfaction
- Utilized CRM tools to track and manage customer interactions
Electrical Engineering Intern
05/2022 – 08/2022
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- Formulated engineering calculations, design drawings, and field visits to observe construction progress
- Conducted and processed information for regulatory compliance by making load letters meeting the NYCEC
- Attained memorization of manufacturing processes to improve overall knowledge
- Formulated new updates of 100% of the CAD standards for the institutions electrical products
Skills
– Proficient in PoweRpoint
– Proficient In Excel
Awards
– Awarded $64,800 Merit-Based scholar
– National Honors Society
– Lead a team and was a 1st place winner of Startup Skidmore, Skidmore College’s Startup Pitch Competition 2023
Projects
– Brand and market communications
over 3 WEEKS I created 2 positioning strategies for Sundaes best
fudge. Sundaes best is a premium hot fudge company in saratoga springs NY.i conducted extensive research and positioned sundaes best as a family friendly brand with the tagline “from our family kitchen to yours”
– Brand and market communications
over 3 WEEKS I created 2 positioning strategies for Saratoga Peanut Butter.
I positioned the company as a peanut butter that gives a sense of adventure,
With the tagline of “spread the adventure”
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