Financial Management Summer Intern
Resume:
Kyle A. Marretta
**** * ********* **. ***. $****
Fort Worth, TX 76106
************@*****.***
EDUCATION
Florida State University – Rovetta School of Business
Bachelor of Science in Business Administration; Finance/Economics Major
Tallahassee, FL
Class of 2022
Cumulative GPA: 3.2/4.0; Major GPA: 3.4/4.0
Graduated honors diploma, Dean’s List all semesters
Relevant Coursework: Financial Statement Analysis, Advanced Financial Management, M&A, Options, Futures & Derivatives, Introduction to Econometrics, International Finance, Investments
WORK EXPERIENCE
Charles Schwab
Financial Services Associate – Private Client
Dallas, TX
May 2023 – Apr 2025
Delivered education regarding investments that best fit each client’s needs to guide them into making an informed decision
Assisted advisors and clients with the transition into an automated investment product or advised relationship
Conducted inbound and outbound calls with clients surrounding portfolio review and market conditions
Identified opportunities to assist clients with their financial goals by completing transactional and maintenance requests while developing rapport
Presented company and market materials to peers and
Unsworth, Marretta, & Unsworth, CPA
Summer Intern
Naples, FL
May 2021 – Aug 2021
Completed projects to improve daily administrative tasks by converting documentation electronically
Attended meetings with clients to ensure all needs were met, as well as updating current budget plans
Supported bookkeeping and financial reporting in. QuickBooks, as well as preparing business and personal tax returns
LEADERSHIP
Financial Management Association
Senior Member
Tallahassee, FL
Aug 2020 – Dec 2022
Led discussions on macroeconomic trends, sector outlooks, and risk factors to support informed investment perspectives
Mentored junior members on financial modeling and valuation, fostering a strong team-based environment
Tracked tech sector trends and earnings releases to monitor portfolio performance and update investment rationales
Securities Society at FSU
Senior Member
Tallahassee FL
Aug 2020 – Dec 2022
Conducted in-depth equity research using Bloomberg Terminal and Excel to analyze financial statements, build valuation models, and screen for investment opportunities
Focused on the technology sector, conducting in-depth research on high-growth public and private companies
Actively participated in discussions on portfolio construction, risk management, and macroeconomic factors influencing capital markets
ADDITIONAL INFORMATION
Skills:
Modeling:
Computer:
Licenses:
Interests:
Regulatory Compliance, Financial Planning, Investment Analysis, Client Relationship/Retention
Completed Wall Street Prep self-study course covering valuation, M&A and LBO modeling
Proficient in Excel, PowerPoint, Word, Bloomberg
SIE, Series 7 & 66, TX Life and Health, CFA L1 candidate
Reading, Running, Traveling, Golf, Gaming
Contact this candidate