Caroline Jensen Email & Phone Number

New York, Ny, Us

Boston, Ma, Us

Member of internal sales team supporting the Intermediary Sales Desk of Fidelity Institutional. Responsible for outbound calls and supporting financial advisors in the Westchester County, New York and Fairfield County, Connecticut territory on portfolio construction, asset allocation, mutual fund and alternative investment selection, as well as asset gathering. Position requires skills in client services, financial analysis, presenting, consulting, sales and maintaining client relationships.

Boston, Ma, Us

Member of internal sales team supporting the Intermediary Sales Desk of Fidelity Institutional. Responsible for outbound calls and supporting financial advisors across the southeast territory on portfolio construction, asset allocation, mutual fund manager section, and asset gathering. Position requires skills in client services, financial analysis, presenting, consulting, sales and maintaining client relationships.

Boston, Ma, Us

New York, Ny, Us

For one week, shadowed senior investment professionals; discussed job functions with every member in regional office including new business development, portfolio management, and wealth advisor. Attended two client presentations and participated in daily internal calls. (Cerity Partners formally called HPM Partners)

Intern for Village of Bronxville reporting to Village Administrator. Position required significant organizational skills, interaction with the public and conducting research for village projects. Received outstanding review and was encouraged to return during school breaks. Responsibilities include:- Researched and designed RFP for village’s Comprehensive Plan. Project required researching other community plans, identifying key requirements and creating a user friendly format.- Interact with local residents on a variety of requests including general village information and issues.- Organize and manage lot spaces including distribution, record keeping and fee collection.

Charleston, Sc, Us

Assisted COO of charter school group consisting of three schools. Rotated amongst schools every day and assigned a variety of projects at each location. Sample assignments include:-Procurement and management of vendors from bid process through completion of work for school maintenance.-Participating in the planning of pairing event to organize volunteering in classrooms.-Organization of school books through excel worksheet-Physically organized school files and supply areas.-Interacting with parents regarding school programs.

Mountainside, New Jersey, Us

New York, Ny, Us

Member of company finance team. Gained fundamental knowledge of bond ratings business. Completed competitor analysis of rating agencies. Completed quarterly and annual financial performance in Excel by extracting data from 10K & 10Q reports and company websites. Attended Bloomberg training course and company sponsored educational sessions on industry.

Selected as intern during spring semester of senior year working for Director of Athletics. Job required significant attention to detail and strong communication skills. Responsibilities included: - Complete responsibility for planning Senior Athletic Dinner, with 200+ attendees. Managed guest list and fee collected in advance, created program, decorated reception room and managed set up. Quality controlled list of award recipients for plaques, trophies and program. - Fielded calls into Athletic Office and interacted with parents and students on events and participation. - Managed database of Athletics in District using Excel. - Asked to return after freshman year of college

Teacher's assistant for levels 1-3 at school for mentally and physically disabled children during their summer program. Commuted to West Village from Westchester for early morning start.

Teacher's assistant for levels 1-3 at school for mentally and physically disabled children during their summer program. Commuted to West Village from Westchester for early morning start.

Bachelor Of Arts - Ba, Sociology

Education record