Arjun Kapoor
Wealth Management Intern
London,Ontario
Summary
Versatile Wealth Management Intern with experience in managing high-net-worth client portfolios, conducting financial analysis, and developing customized investment strategies. Strong skills in relationship management, sales, and strategic planning gleaned from hands-on industry exposure. Excel in communication, adaptability, and problem-solving to deliver optimal solutions and foster client trust.
Overview
4
4
years of professional experience
Work History
Wealth Management Intern
Ironwood Wealth Management
St. Catharines, Ontario
04.2024 - Current
- Conducted research on current market trends and economic conditions for clients' investment decisions.
- Analyzed client portfolios and recommended strategies for portfolio rebalancing.
- Assisted in preparing client reports by gathering data from various sources.
- Led the planning and execution of sales events across various Ontario venues.
- Led a high-profile marketing campaign, connecting top business professionals with students, enhancing client relationships, and brand visibility.
Billing Agent & Medical Secretary
Dr. Hema Gangam
Windsor, Ontario
06.2020 - Current
- Maintained accurate records of all transactions related to billing activities.
- Processed invoices and payments accurately and promptly.
- Greeted and checked in patients, updating patient information in computer system.
- Scheduled patient appointments, verifying accuracy of appointment times with providers.
Business Administrator & Accounting Intern
Leap ACT - Accounting | Consulting | Tax
St. Catharines, Ontario
04.2024 - 07.2024
- Prepared and filed taxes for individuals, corporations, and other entities.
- Maintained and updated existing databases for report generation.
- Maintained up-to-date corporate minute books through effective communication with lawyers and clients, ensuring legal compliance and accuracy.
- Performed data entry tasks related to customer accounts and invoices.
Community Liaison Worker
Windsor-Essex Regional Chamber of Commerce
Windsor, Ontario
05.2023 - 08.2023
- Developed and implemented outreach strategies to engage community members and organizations.
- Developed graphics, logos and layouts for product illustrations, company logos, and websites.
- Developed detailed event plans and timelines to ensure successful execution of events.
- Generated leads through cold calling, online searches, and referrals from existing clients.
Pizza Chef & Waiter
Oven 360
Windsor, Ontario
05.2020 - 08.2021
- Prepared dough for pizzas, including kneading and rolling out the dough.
- Greeted guests and answered questions about menu items.
- Provided excellent customer service to ensure repeat customers.
- Maintained cleanliness of checkout area including countertops, registers, windowsills and floors.
Education
Bachelor of Science - Legal Studies & Finance
University of Western Ontario
London, ON04-2027
High School Diploma -
Academie Ste Cecile International School
Windsor, ON06-2023
Certificate of Economics - Business Economics
Cambridge University
Cambridge, UK08-2022
Skills
- Retirement & Tax planning
- Microsoft Excel
- Portfolio Management
- Cash Flow analysis
- Public Speaking
- Sales and Marketing
- Data Analysis
- Adaptability
- Communication Skills
- Effective Team Collaboration
Accomplishments
- Merit Award
- Certificate of Academic Distinction
- Western Scholarship of Excellence
Timeline
Wealth Management Intern
Ironwood Wealth Management
04.2024 - Current
Business Administrator & Accounting Intern
Leap ACT - Accounting | Consulting | Tax
04.2024 - 07.2024
Community Liaison Worker
Windsor-Essex Regional Chamber of Commerce
05.2023 - 08.2023
Billing Agent & Medical Secretary
Dr. Hema Gangam
06.2020 - Current
Pizza Chef & Waiter
Oven 360
05.2020 - 08.2021
Bachelor of Science - Legal Studies & Finance
University of Western Ontario
High School Diploma -
Academie Ste Cecile International School
Certificate of Economics - Business Economics
Cambridge University
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Volunteer Work
- Spearheaded the organization and execution of an annual volunteer trip to Camp Kwanoes, BC, coordinating logistics and activities for a group of students. Led a team of peers, fostering leadership and collaboration to ensure successful volunteer engagement and participation.
- Established and led a multicultural club at Academie Ste Cecile, dedicated to celebrating and educating students about global cultural diversity. Coordinated events for holidays such as Diwali and Eid, promoting cultural exchange and fostering a more inclusive school atmosphere. Raised awareness and funds for the club’s activities, demonstrating strong fundraising, event planning and financial management abilities.
References
References available upon request.
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