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Financial Services Intern Resume

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Horsham, PA

TECHNICAL SKILLS:

  • Salesforce
  • Minitab
  • Cura 3 - D Printing
  • Fusion 360
  • Word
  • PowerPoint
  • Excel
  • Access
  • Adobe Photoshop

PROFESSIONAL EXPERIENCE:

Confidential, Horsham, PA

Financial Services Intern

Responsibilities:

  • Worked with clients to provide financial plans and asset recommendations that best fit their long term goals
  • Coordinated insurance coverage to meet specific financial needs of clients
  • Assisted Human Resources by prospecting potential financial advisors with sports or arts backgrounds
  • Prepared presentations and invitations for a business seminar attended by over 1,000 small business owners

Confidential, Bethlehem, PA

Research Analyst

Responsibilities:

  • Analyzed budgets of the Caring for Cambodia NGO to identify aspects that may not be economically self-sustaining
  • Verified the numbers on all records due to difficulties of finding accurate records in the Cambodian education system
  • Advised a more sustainable allocation of the NGO’s money

Confidential, Bethlehem, PA

Health Education and Advocacy Resources Volunteer

Responsibilities:

  • Collaborated with a team of healthcare professionals to connect non-insured residents to available resources
  • Served as coordinator between professionals and patients by assessing patients’ symptoms and social factors

Confidential, Bethlehem, PA

Research Analyst

Responsibilities:

  • Experimented with Zebrafish fin skeleton regeneration to understand how skeletal bones achieve the correct size

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