Charles Cohen - Marketing Intern Resume Simple
SUMMARY
Over 15 years of experience in the financial services industry. I have a proven track record of developing and implementing solutions to the business and the investment products, including trading, and operations.
SKILLS
  • coaching, management, and sales, retail, research, strategy, capital markets, analysis
  • increase, clients, management, wealth management
WORK EXPERIENCES
  • 2017-12-252017-12-25

    Marketing Intern

    Bridge Property Management

    • Led the development of a strategy for the management of the firm's largest client base, which resulted in a 10% increase in revenue.
    • Conducted market research and analysis on retail and institutional clients, including the underwriting, investment, and treasury industries.
    • Created a comprehensive financial model for the portfolio Manager and the executive team to help clients understand their investment and asset allocation strategies.
    • Developed and implemented a new sales process for the client to include the coaching of the real estate team, and the development of a new investment portfolio.
    • Worked with the investment team to provide the best possible valuation of the portfolios and the sales and retention of the company.
    • Worked with the investment team to create a valuation model for the portfolio of the company, which was used by the sales and marketing teams.
  • 2017-12-252017-12-25

    Wealth Management Intern

    Duke Raleigh Hospital

    • Helped increase the number of clients by providing them with a variety of financial products. I was able to learn about the different types of products and services.
    • Presented wealth management products to prospective clients and prospects. Assisted in the development of a new client base. Developed and implemented a marketing plan.
    • Created a database to track the progress of the client and the company. The new system was adopted by the firm.
    • Worked with clients to develop a financial plan for their retirement planning. Also, assisted in the development of a new investment strategy.

 PC AI 

 Whitney Holding Corporation