Luke Stevens

Investment Management Intern at Bayside Tax & Wealth
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Contact Information
us****@****om
(386) 825-5501
Location
New York City Metropolitan Area

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Credentials

  • CPR & AED
    American Red Cross
    Jun, 2022
    - Sep, 2024

Experience

  • Bayside Tax & Wealth
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Investment Management Intern
      • Jun 2023 - Present
  • Drew University
    • United States
    • Higher Education
    • 500 - 600 Employee
    • Collegiate NCAA Swim Team Member
      • Jan 2021 - Present
  • The Fund at Drew University
    • United States
    • Investment Management
    • 1 - 100 Employee
    • Director of Consumer Staples and Energy
      • Nov 2022 - Apr 2023

      ● Assessed risk metrics and market conditions to preserve and expand $35,000 fund portfolio ● Lead a team of 50+ members ● Assessed risk metrics and market conditions to preserve and expand $35,000 fund portfolio ● Lead a team of 50+ members

  • Woodloch Resort
    • United States
    • Hospitality
    • 100 - 200 Employee
    • Bartender
      • Jun 2022 - Aug 2022

      ● Continued to build upon previous experience in customer service ● Collaborated on a team-oriented plan to acquire a successful work day ● Tasked with register cash management after closing ● Coordinated on developing a plan for improvement of operation by increasing register efficiency ● Continued to build upon previous experience in customer service ● Collaborated on a team-oriented plan to acquire a successful work day ● Tasked with register cash management after closing ● Coordinated on developing a plan for improvement of operation by increasing register efficiency

  • Pocono Woodland Lakes Property
    • United States
    • Real Estate
    • 1 - 100 Employee
    • Lifeguard
      • Jun 2018 - Jun 2021

      ● Assigned with leading and mentoring a team of coworkers ● Used ability and certification to create a safe presence around the pool deck ● Utilized Red Cross certification in real life scenarios ● Assigned with leading and mentoring a team of coworkers ● Used ability and certification to create a safe presence around the pool deck ● Utilized Red Cross certification in real life scenarios

Education

  • Drew University
    Bachelor's degree, Economics
    2020 - 2024
  • Delaware Valley High School
    2016 - 2020

Community

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