Open to opportunities

Carter Pengelly

@carterpengelly

Message

Aspiring finance professional with strong analytical and presentation skills.

United States

Message

What I'm looking for

I seek a dynamic role in finance that fosters growth and innovation.

I'm a dedicated finance student at the University of Georgia, where I maintain a perfect GPA of 4.00. My academic journey has been complemented by prestigious scholarships, including the Zell Miller Scholarship. I have a passion for finance and investment, which I actively pursue through various internships and leadership roles.

Currently, I am preparing for an internship in Portfolio and Wealth Management at TIAA, where I will enhance my skills in financial analysis and client engagement. My experience as a Student Ambassador at Rain Careers has allowed me to construct financial models and pitch decks, further honing my ability to communicate complex financial concepts effectively. Additionally, I have participated in competitive finance case competitions, where my team excelled, showcasing my analytical capabilities and teamwork.

Experience

Work history, roles, and key accomplishments

Current

Student Ambassador

Current

Rain Careers

Jan 2025 - Present (1 year 6 months)

As a Student Ambassador, I construct financial models and investor pitch decks, present advertising strategies to management, and develop promotional strategies to enhance user engagement on college campuses.

Teamwork Financial Modeling Presentation Skills Marketing Strategy

Current

Owner and Operator

Current

JuniorMarkets

Jan 2024 - Present (2 years 6 months)

Created a platform to educate young adults on finance and investing, including a newsletter and online content aimed at increasing financial literacy.

Content Creation Digital Marketing

Senior Analyst

Student Managed Investment Fund KSU

Jan 2024 - Jan 2025 (11 months)

Managed a student-run investment fund, conducting equity research and guiding junior analysts in stock pitching and financial reporting.

Equity Research Financial Analysis Team Leadership Presentation Skills

Portfolio and Wealth Management Intern

TIAA

Jun 2024 - Jul 2024 (1 month)

As an incoming intern, I will attend meetings, deliver presentations, and assist in preparing research materials for executives. I will also participate in training and onboarding programs to gain insights into the financial services industry.

Teamwork Presentation Skills Research Financial Analysis PowerPoint

Owner and Operator

Landscape Architecture

Mar 2023 - Jul 2024 (1 year 4 months)

Founded and managed a landscaping business, securing a client base through social media marketing and providing services across multiple neighborhoods.

Business Management Social Media Marketing Service Delivery Financial Management

Research Analyst

Corporate Governance in Restaurant Industry

Sep 2023 - Jun 2024 (9 months)

Conducted research on restaurant companies' leadership and financials, interviewed CEOs, and presented findings at a symposium, focusing on effective leadership tactics.

Research Data Analysis Public Speaking Presentation Skills

Participant

Wells Fargo Project First Gen

Oct 2023 - Mar 2024 (5 months)

Participated in a competitive virtual learning program focused on banking and finance, gaining insights from industry professionals and enhancing my knowledge of financial products.

Banking And Finance Industry Knowledge Professional Development Networking

Education

Degrees, certifications, and relevant coursework

The University of Georgia

Bachelor of Business Administration, Finance

2023 - 2027

Grade: 4.00/4.00

Activities and societies: Participated in various academic and extracurricular activities, including case competitions and symposium presentations.

Pursuing a Bachelor of Business Administration in Finance with a perfect GPA of 4.00/4.00. Awarded the Zell Miller Scholarship for full tuition.

Kennesaw State University

Bachelor of Business Administration, Finance

2023 - 2024

Grade: 4.00/4.00

Activities and societies: Engaged in honors programs and received scholarships for academic excellence.

Studying for a Bachelor of Business Administration in Finance with a GPA of 4.00/4.00. Recognized as a Presidential Scholar and recipient of multiple scholarships.