Joseph Hart
St. Louis
Summary
Developed strategic analysis and client advisory skills in fast-paced financial environment. Skilled in investment research and portfolio management, with keen ability to interpret and leverage financial data. Seeking to transition into new field, bringing strong foundation in financial principles and client-focused solutions.
Overview
2
2
years of professional experience
Work History
Hospital Cleaning Specialist
Onsite Clean LLC
05.2023 - Current
- Maintained strict sanitation standards to support patient safety and infection control in hospital environments.
- Demonstrated adaptability and reliability in a fast-paced, high-pressure setting.
Wealth Management Intern
Rockefeller Capital Management
05.2025 - 08.2025
- Conducted independent research on investment strategies, ETFs, and market trends to support financial advisors.
- Participated in portfolio review meetings and client strategy sessions.
- Developed reports and presentations to assist advisor-client communications and business development efforts.
Marketing Intern
Tapp Technology
05.2024 - 08.2024
- Designed and executed marketing strategies to increase brand visibility and customer engagement.
- Managed social media accounts and tracked performance metrics to optimize campaigns.
- Supported new initiatives through content creation and analytics reporting.
Education
Bachelor of Science - Finance & Banking
University of Missouri
Columbia, MO05.2026
Skills
- Financial Analysis
- Market Research
- Microsoft Excel
- PowerPoint
- Word
- Marketing Strategy
- Social Media Management
- Strong Interpersonal Skills
- Communication Skills
- Reliability and punctuality
- Strong work ethic
Honors And Awards
- Dean’s List, University of Missouri, All Semesters
- Excellence Award, University of Missouri, 2022
- Honor Roll, Marquette High School, All 4 Years
Timeline
Wealth Management Intern
Rockefeller Capital Management
05.2025 - 08.2025
Marketing Intern
Tapp Technology
05.2024 - 08.2024
Hospital Cleaning Specialist
Onsite Clean LLC
05.2023 - Current
Bachelor of Science - Finance & Banking
University of Missouri