Owen Wolcott
Asset Management Analyst @ Goldman Sachs
-
United States
Financial Services
Communication, Peer Tutoring, Customer Relationship Management (CRM), Private Wealth Management, Wealth Management Services, Financial Data Analytics, Investment Research, Customer Service, Team Leadership, Philanthropy, Business Analysis, Leadership, Problem Solving, Employee Training
Experience

Private Wealth Management Intern
Burr Ridge, Illinois, United States
- Participated in client meetings and weighed alternative investments for clients to make the highest return while protecting assets - Developed an Excel model to better organize client asset allocations and improve communication for senior financial advisors

Financial Analyst Internship
Orland Park, Illinois, United States
- Responded to client questions around the clock to ensure high customer satisfaction and strong company feedback - Analyzed 25 different client funds and collaborated with a team of 20 employees to evaluate and maximize client returns

Field Employee
Aurora, Illinois, United States
- Performed electrical work with a crew of 15 people to create permanent stadium lighting for Timothy Christian High School - Utilized Microsoft Excel to track and update material inflows and outflows to conclude the most efficient inventory count

Peer Tutor
New Lenox, Illinois, United States
- Collaborated with students on math help to better their homework, in-class assignments, and exam scores throughout the year - Acted as a resource for others to use throughout the semester as well as following up on individuals’ academic progress

Warrior Way Leader
New Lenox, Illinois, United States
- Chosen by deans and staff to plan philanthropy events throughout the school year, including assemblies and pep rallies - Acted as an aide to students to provide information about class location, homework deadlines, and exam resources
Owen Wolcott's Contact Information
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