Sebastian Velasquez
Lincoln
Summary
Motivated finance student with strong analytical ability, client-service experience, and a commitment to professionalism. Seeking a wealth-management internship where I can contribute to a team focused on delivering high-quality financial planning, investment support, and client experience. Hardworking with proven relationship-building and time management skills in fast-paced environments. Successful at handling tasks of all sizes with accuracy and impeccable service. Strives to meet customer and team needs, drive satisfaction, and promote long-term loyalty.
Overview
1
1
year of professional experience
1
1
Certification
Work History
Server / Groundskeeper
Great Bear Winery
01.2025 - 08.2025
- Delivered high-quality customer service during events and daily operations.
- Maintained professional environmental standards for guest experiences.
- Handled customer inquiries and addressed concerns in a friendly manner.
Food Runner
Mamma Italian Fine Dining
07.2024 - 02.2025
- Supported operations in a fast-paced fine-dining environment.
- Frequently selected for additional responsibilities due to strong performance.
- Monitored food presentation and quality before serving to guests.
Education
Business Administration - Finance & Accounting
Sierra College
Rocklin, CA07.2027
High School Diploma -
Davis Senior High School
Davis, CA06.2025
Skills
- Microsoft Excel, PowerPoint, and Word
- Working knowledge of the Bloomberg terminal
- Financial research and analysis
- Data reporting and visualization
- Effective communication skills
- Client service and support
- Time management and organization
- Problem-solving and adaptability
Certification
• Bloomberg Market Concepts (BMC) Certification
• Red Cross CPR, AED, First Aid & BLS
•The Corporate Finance Institute (CFI), Careers in Finance Certification
• Red Cross CPR, AED, First Aid & BLS
•The Corporate Finance Institute (CFI), Careers in Finance Certification
Languages
- English, Native
- Spanish, Fluent - California Seal of Biliteracy
Timeline
Server / Groundskeeper
Great Bear Winery
01.2025 - 08.2025
Food Runner
Mamma Italian Fine Dining
07.2024 - 02.2025
Business Administration - Finance & Accounting
Sierra College
High School Diploma -
Davis Senior High School