Cheryl Koonce - Intern Resume Simple
Seeking a position in a growing organization where I can utilize my skills and experience in the field of finance, accounting, and customer service.
  • presentations, analytical, investments, clients, solutions
  • 2017-12-252017-12-25


    Universidad Autonoma de Madrid

    • Developed solutions to clients through the use of analytical tools such as the use of the financial Planner, and the real estate organization.
    • Prepare presentations for the Board of Directors and investments Committee meetings. Communicate with the investment community to ensure the company is in compliance with the company's financial plan.
    • Develop and maintain relationships with clients and prospects. Prepare and present investment reports. Research and analyze market trends.
    • Manage and maintain all client files and records for the company. Provide support to the client. Also, responsible for the creation of new business.
    • Analyze and interpret data to identify potential investment opportunities and provide recommendations to the client. Also, responsible for the development of a new financial model.