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Morgan Stanley Polk Wealth Management Team - Intern Resume Example

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Olivia Sanchez
Professional Summary
  • Proficient with Twitter, Facebook, and Google+
  • Proficient with Microsoft Excel, PowerPoint, Access; Adobe Photoshop
Intern Jun 2011Aug 2011 Morgan Stanley 'Polk Wealth Management Team' New York, NY
  • Worked under the 11th  best financial advisor in 2012, Lyon Polk
  • Created excel spreadsheets listing all assets that clients are currently involved with
  • Manage client portfolios, keeping client plans up-to-date.
  • Recommend financial products, such as stocks, bonds, mutual funds, or insurance.
  • Answer clients' questions about the purposes and details of financial plans and strategies.
  • Presented daily reports to the decision makers of the team on different weekly investment strategy reports 
  • Kept different members of the team organized on tasks they needed to complete during the week

Recruiting Coordinator Jun 2012Present Worldwide Sports Marketing LLC Dallas, TX
  • Evaluate athletes' skills and review performance records to determine their potential, and see if they would be a good fit for the company 
  • Identify and recruit potential athletes sending reports to the president of the company Give detailed analysis on the basketball players in the Dallas Ft. Worth area     
  • Working to help Worldwide SM get in touch with coaches, parents and friends of potential clients   
  • Send out emails and brochures to teams and coaches telling them what our services offer
  • Set up and schedule meetings with the CEO of the company    
  • Dedicated to building a bigger brand for the company

Intern May 2010May 2010 New Orleans Hornets New Orleans, LA

  • Learned about the way the inner workings of a professional sports organization conducts business
  • Worked mainly with the sales department aiding them in selling season ticket packages during the offseason
  • Made copies and sent faxes for people in the office

Bachelor of Science : Sport Management May 2014 Southern Methodist University Dallas, TX
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Resume Details

This is a real resume for a Intern in Dallas, Texas with experience working for such companies as Morgan Stanley Polk Wealth Management Team, Worldwide Sports Marketing Llc, New Orleans Hornets. This is one of the hundreds of Intern resumes available on our site for free. Use these resumes as templates to get help creating the best Intern resume.

Previous Companies:

  • Morgan Stanley Polk Wealth Management Team
  • Worldwide Sports Marketing LLC
  • New Orleans Hornets

Previous Job Positions:

  • Intern
  • Recruiting Coordinator


  • Southern Methodist University

Level of Education:

  • Bachelor of Science

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