
spencer gibson
wealth management intern
About
Wealth Management Intern at Global Arena Capital Corp.
united states
new york
investment banking
bloomberg terminal, thomson one analytics, microsoft excel, equity valuation, financial analysis, social media consulting, hedge funds
Experience

financial assistant
greenstar cooperative market
Assist the Financial Manager in ensuring fiscal responsibility in the cooperative's operations by maintaining financial systems and providing up-to-date, accurate financial information --Assemble and file daily SMS reports, register receipts, credit card settlements, deposit slips, and other records for two stores

delicatessen clerk
greenstar cooperative market
* Work with a team in order to meet productivity goals and deadline requirements * Monitor the dating and packaging of food in accordance with specific health code regulations * Assist in the training and supervision of new employees * Regularly meet with all shift leaders to discuss and implement goals and procedures * Interact extensively with customers to provide a broad range of product and store information

team member
cases in financial management ithaca college
* Analyzed the financial statements of selected companies to identify and develop portfolio strategies that would optimize diversification and eliminate risk * Utilized financial modeling and forecasting to assess current and potential projects * Developed strategic quantitative models to reduce the current unsystematic risk, and performed thorough risk assessments on future growth opportunities

office assistant
audrey edelman realtyusa
* Utilized excellent time management skills to allow for the multi-tasking of all responsibilities * Created floor sheets and performed corrections and closings on the properties listed by Audrey Edelman Realty USA * Received, scanned, and emailed official property evaluations, listings, and closings to realtors and clients * Managed incoming calls, determined the nature of the calls, and directed callers to the appropriate department * Received and distributed mail and messages to appropriate departments and employees * Maintained supplies by regularly checking inventory levels and by anticipating requirements

fundraising assistant
finnish committee for unicef
* Promoted education, advocacy, and fundraising initiatives on behalf of UNICEF * Assisted in the design and implementation of national advocacy campaigns on issues facing children around the world * Raised funds through donations from individuals, organizations, and companies * Appealed for, organized, and filed “Monthly Givings” (Kuukausilahjoitus), a direct debit program for monthly donations to UNICEF * Effectively implemented social media strategies to reach new allies and donors, namely by contributing to the marketing efforts for the annual UNICEF Walk, a sports event fundraiser carried out by Finnish students

wealth management intern
global arena capital corp.
* Utilize Thomson Reuters BETA Systems’ real-time market and client information to manage portfolios * Operate the Gateway InfoWorks database, a division of RBC Capital Markets, to input and verify stock trades * Calculate customer pricing allocations—commission, sales credit, street price, final sell price—for trades * Develop detailed reports on 50 or more stocks per week; evaluate profitability and offer recommendations * Assist brokers by processing new account forms, account transfer forms, and other daily operations
Education
ithaca college
finance
Activities and Societies: Omicron Delta Epsilon, Amnesty International, Model United Nations, Women in Business Network, International Business Association
university at albany, suny
political science
spencer gibson's Contact Information
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