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
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