Robert Ceylan: Private Wealth Management Intern in Laguna Beach, CA

Robert Ceylan

Private Wealth Management Intern
Laguna Beach | United States
Skills

No information

Interests

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Industries
Bike
Work experience
Image UBS Financial Services

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
Image PROVISIONS MARKET

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
Image WESTLAKE BREWING AND LIBATIONS

WESTLAKE BREWING AND LIBATIONS

Beer Server | 06/2017 - 10/2017

• Fast paced work environment • Serving food and beer • Cleaning • Customer Service
Image WESTLAKE PHYSICAL THERAPY

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
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1501 Lincoln Blvd.#1014 Venice, CA. 90291