Greg Venizelos Email & Phone Number

Watertown, Massachusetts, United States

As an intern for Arsenal Financial, I Analyzed and attended 10+ quarterly fund updates for equity and fixed-income-focused portfolios used for wealth management and reported portfolio performance, position changes, and market outlook to financial advisors. I also developed a more organized process for advisors to gather financial and non-financial information from clients during meetings, which increased data collection efficiency and client-advisor relationships. Additionally, I evaluated macroeconomic outlooks from partnered asset managers and reported emerging market trends and potential risks back to financial advisors.

Watertown, Massachusetts, United States

As an intern for the WBC, I Managed 100+ memberships and organized company data into Excel/Word documents to simplify information and make it more accessible to the organization's leaders. I also developed and designed a volunteer page to connect non-profit organizations to potential volunteers within the town and built a business resources hub intended for new businesses entering the town. Additionally, I created event advertisements in Adobe Photoshop & and updated their website regularly with WordPress.

Belmont, Massachusetts, United States

As a Sales Associate for CVS Health, I sold subscriptions (CarePass) to customers which resulted in an increase in store subscribers. This subscription gives monthly rewards and deals for a small monthly fee and is targeted towards frequent shoppers. Additionally, I operated the cash register & self-checkout, stocked shelves, and provided customer service on the sales floor.

Bachelor'S Degree, Finance, General, Junior

Activities and Societies: Finance Society, Investment Club, Stock Pitch Competition, UMass Brazilian Jiu Jitsu, Entrepreneurship Club4.0.

Bachelor'S Degree, Finance, General, Freshman Class Of 2026

Activities and Societies: Finance Club, Brazilian Jiu-Jitsu (off-campus), Accounting Club, Intramural Basketball4.0 GPA Transferred out.

Education record

Bachelor'S Degree, Finance, General