Working Student

• Jul 2020 - Present

• Assisting Investment Advisors with Investment Proposals • Development of Controlling Sheets using Microsoft Excel • Creation of Presentations for Client Events and Consultation Meetings • Assistance in Generating and Distributing Customer Reports using Inasys Software • Maintenance of Customer Databases with Cobra CRM Plus • Administrative Office Tasks • Assisting Investment Advisors with Investment Proposals • Development of Controlling Sheets using Microsoft Excel • Creation of Presentations for Client Events and Consultation Meetings • Assistance in Generating and Distributing Customer Reports using Inasys Software • Maintenance of Customer Databases with Cobra CRM Plus • Administrative Office Tasks

Scholarship from Sparkasse Dortmund

• Apr 2020 - Present

Rotations as a Trainee in the following areas:• Private Banking• Treasury• Executive Office• Operations and Organizational Structure

Personal Banker in Retail Banking

• Jan 2020 - Apr 2020

Banking Apprentice

• Aug 2017 - Jan 2020

• Wealth and Asset Management• Credit Operations• Account Management and Payment Processing• Financial Accounting and Control

Intern | Corporate Finance

• Sep 2021 - Nov 2021

• Preparation of Due Diligence Reports for Medium-sized Companies and Corporations • Data Processing in Excel and Visualization in Graphs • Participation in the Valuation of a Carve Out • Preparation of Due Diligence Reports for Medium-sized Companies and Corporations • Data Processing in Excel and Visualization in Graphs • Participation in the Valuation of a Carve Out