Professional Documents
Culture Documents
EDUCATION
SIMMONS UNIVERSITY | Boston, MA | GPA: 3.2
Bachelor of Science in Business Administration
• Major: Finance
• Honors: Dean’s Scholar, Dean’s List
• Relevant Courses: Corporate Finance, Investments, Statistics, Financial Accounting, and Calculus
• Work in the tutoring center as a corporate finance tutor for 10 students
PROFESSIONAL EXPERIENCE
VANTAGE POINT FINANCIAL | Boston, MA January 2019 – May 2019
Finance Intern
• Working one-on-one with the two partners of the firm to develop my finance skills
• Use CRM (COMMunityLink), MorningStar and Right Capital for curating portfolios
• Meet with 5 or more clients per day
• Assist in daily operations by organizing client’s documents and assisting in the development of portfolios
VOLUNTEERING
BAE SYSTEMS
• United Way Day of Caring and FOCUS (refurbishing computers for underprivileged school districts)
ST JOHN NEUMANN
• Food Pantry and Holiday Service Projects for families in the community
SKILLS