Joe Suster

Financial Planning Intern

About

Hello! I'm Joe Suster, a dedicated Senior student at John Carroll University, where I'm channeling my passion for financial empowerment into a BSBA degree focused on Wealth Management & Financial Planning, complemented by a minor in Data Science. I'm particularly driven by a desire to bridge the gap in financial literacy. My aim is to assist in equipping individuals with the financial knowledge needed to turn their money into a tool for achieving their dreams, rather than it being a source of concern. I find it rewarding when helping someone map out a plan that turns their hard work into real security and freedom. Outside of work, I’m a rock climber, and I think that fits right in with my approach to business and financial planning. Climbing forces you to analyze every move, stay focused under pressure, and adapt when things don’t go as expected. Let's connect! I am always open to discussing financial concepts, educational initiatives, or even the best climbing spots.

Country

United States

City

Willoughby

Industry

Management Consulting

Skill

Financial Analysis, Business Analysis, Customer Relationship Management (CRM), Written Communication, Legal Research, Problem Solving, Interpersonal Relationships, People Management, Critical Thinking, Detail Orientation

Experience

Financial Planning Intern

Bucholtz & Germo

2025-1 - Present · 1 yr 9 mos

Willoughby, Ohio, United States

-Assist with portfolio analysis and preparation of materials used by senior advisors. -Collaborate with the team to develop tailored wealth management strategies. -Prepare reports, track client interactions, meeting notes, and support day-to-day operations to ensure a seamless client experience.

Business Owner

TrueHarbor LLC

2024-9 - Present · 2 yrs 1 mo

-Founded and currently operate TrueHarbor LLC, a successful mobile boat detailing business registered and insured in Ohio. -Demonstrate strong business acumen by managing all aspects of the company, including financial planning, marketing, and client acquisition. -Built a loyal client base through exceptional service, personalized care, and consistent communication, directly enhancing customer satisfaction and retention.

Ohio Notary Public

2023-12 - Present · 2 yrs 10 mos

-Conduct notarizations of legal and financial documents in compliance with Ohio state laws.

Yacht Detailer

Mentor Harbor Yachting Club

2021-5 - Present · 5 yrs 5 mos

Mentor, Ohio, United States

-Delivered high-quality detailing services for a portfolio of high-net-worth clients, ensuring each vessel met exacting standards. -Tailored services to meet specific client needs, demonstrating strong client relationship management and attention to detail. -Managed multiple projects simultaneously while maintaining efficiency and thoroughness, building trust through consistent performance and exceptional results

Escrow Assistant

Genesis Land Title Agency LLC

2024-1 - 2025-1 · 1 yr 1 mo

Mentor, Ohio, United States

-Collaborate with real estate agents, lenders, management companies, borrowers, and sellers to ensure seamless transaction experiences. -Streamline escrow processes by implementing new software solutions that increase transaction speed, enhancing overall operational efficiency and client satisfaction. -Identify and resolve discrepancies in transaction documents, ensuring all financial operations adhere to legal standards and prevented potential risks.

Parkour, Freerunning, and Tricking Instructor

Parkour and Gymnastics School

2023-1 - 2024-2 · 1 yr 2 mos

Beachwood, Ohio, United States

-Led group instruction for diverse class sizes (3-20 students), effectively managing classroom dynamics and utilizing de-escalation techniques to ensure a positive and safe environment. -Trained and mentored new instructors on best practices for teaching, safety, and handling challenging situations, promoting a culture of support and continuous improvement. -Developed personalized lesson plans, demonstrating strong leadership and communication skills when working with both students and parents to address concerns and maintain engagement.

Martial Arts Tricking Instructor

NeoMotion Academy

2019-11 - 2022-8 · 2 yrs 10 mos

Avon Lake, Ohio, United States

-Organized events such as birthday parties, balancing customer service and logistics to provide engaging, tailored experiences. -Strengthened interpersonal skills by working closely with both children and parents, fostering strong relationships and clear communication. -Adapted instruction to suit the unique needs of students, demonstrating flexibility and a results-driven approach.