Robert Ceylan: Private Wealth Management Intern in Laguna Beach, CA
Robert Ceylan
Private Wealth Management Intern
Laguna Beach | United States
Skills
No information
Interests
No information
Industries
Bike
Summary
No information
Activity
Projects
No information
Work experience
UBS Financial Services
Private Wealth Management Intern | 11/2019 - Current
• Interface with external investment funds and wholesalers
• Plan and prepare daily research notes and market updates
• Contribute in the evaluation of potential investment opportunities tailored to a client’s risk profile
• Provides sales, processing, operational, administrative, and customer service support for the team’s client service associates
PROVISIONS MARKET
Shopkeeper/Beer Server | 10/2017 - 09/2018
• Open/Close store
• Certified Beer Server - Cicerone in training
• Organize/Maintain/Audit stock with manager
• Customer Service
• Flexible with week to week scheduling
WESTLAKE BREWING AND LIBATIONS
Beer Server | 06/2017 - 10/2017
• Fast paced work environment
• Serving food and beer
• Cleaning
• Customer Service
WESTLAKE PHYSICAL THERAPY
Aide | 07/2014 - 08/2016
• Greet Patients
• Customer care - stretch/massage/exercise with patients
• Confidentiality of patient information
• Maintain patient information with accuracy and continuity for Physical Therapists records
Education history
CHAPMAN UNIVERSITY, GEORGE L. ARGYROS SCHOOL OF BUSINESS
Master of Business Administration
NORTHERN ARIZONA UNIVERSITY
Bachelor of Science
Connections
Companies (0)
No information