first last last000edu education university state 123 4567891 city state linkedincominfirstlast bba dual concentration financial markets economics december 2019 student government chair congress voting member strategic planning budget committee assist university direction ensuring fiscal responsibility represent student needs concerns founder president consulting club student led consulting club helping regional businesses strategy marketing services member investment club work experience small wealth management firm financial planning investment intern city st may 2018 aug 2018 city st increased investment advisory aum 500k advanced vlookup code assist tracking portfolio performance rebalancing portfolios monthly basis assisted transition new brokerdealer firm creating master client spreadsheet using vlookup multiple criteria columns well pivot tables making sure grabbing relevant correct data client multiple sources create portfolio models prospective current clients morningstar ensure clients complying irs regulations calculating taking yearly required minimum distribution transportation startup business analyst jan 2018 may 2018 remotely understand key business processes specific industries pertaining transportation urban mobility smart cities connected car systems assist gotomarket strategy develop relationships companies form strategic partnerships design databases stored procedures reports data input interfaces using sql transfer sql databases tableau visual analysis presentation strategic analysis companies working software service internet things systems within mobility transportation industries segment analyze venture capital firms investments industry supply chain day camp job year program staff core responsibility 1 month year month city st core responsibility 2 skills interests skills morningstar factset bloomberg terminal excel advanced excel code tableau powerpoint interests working traveling cooking