Caroline Ward Email & Phone Number

Fairfield, Ct, Us

New York City Metropolitan Area

Villanova, Pennsylvania, United States

Builds a strong, compelling case in support of the Villanova Annual Fund through interactions with prospects via phone calls, emails, and text messages. Manages conversations with a high level of professionalism and handles personal information with confidentiality. I am learning excellent relationship building and interpersonal skills by interacting comfortably with internal and external stakeholders.

New York, New York, United States

Worked specifically with the Investor Relations and Client Operations teams, two of the largest businesses within the firm that play critical roles to ensure client success. Increased team efficiency by assisting with data reviews and reconciliations as well as other ad hoc requests. Processed and reviewed over 200 letters of authorization for existing clients to maintain accurate investor data on iCapital’s proprietary technology platform. Generated pivot tables daily to increase visibility on LOA statuses. Collaborated with fellow interns to create a sales pitch to financial advisors and presented our pitch to C-suite executives at the firm.

Westport, Connecticut, United States

Cultivated relationships with customers, created an exceptional in store experience consistent with company culture and maintained high standards of store appearance.

Weston, Connecticut, United States

Gave private swim lessons, fostered connections with the children and strengthened abilities.

New Canaan, Connecticut, United States

Worked full time taking care of two girls (5) Monday-Friday. Managed the schedules of the children and planned engaging activities.

Westport, Connecticut, United States

Worked as a lifeguard and maintained continuous surveillance of all patrons to ensure safety