Carter Surofchek
Colorado Springs
Summary
Ambitious finance student with a focus on wealth management and financial markets. Skilled in financial analysis and problem-solving, with a foundation in accounting and finance. Committed to building client relationships and delivering impactful solutions. Pursuing a career in financial services with long-term aspirations in wealth management.
Overview
3
3
years of professional experience
Work History
Executive Board Member
Kappa Sigma Fraternity
08.2023 - Current
- Led strategic planning, event organization, and fraternity operations as a key member of executive board
- Improved organizational effectiveness through collaborative leadership and strategic initiatives
- Facilitated member communication and engagement, promoting a positive and productive fraternity environment
- The University of Alabama
Summer Analyst (Intern) for Contigo Group
Morgan Stanley
Colorado Springs
05.2025 - 08.2025
- Managed and enhanced an Excel dashboard to track weekly KPIs, and aid financial advisors in identifying opportunities to enhance their book-of-business management.
- Built an Excel dashboard to monitor reinvestment opportunities and joint production numbers.
- Worked with the Morgan Stanley Salesforce / CRM system to improve KYC and assist financial advisors in managing their client relationships.
- Supported Contigo Wealth Management Group by analyzing the team’s investment models and delivering performance reports to advisors.
Golf Course Groundskeeper
The Country Club of Colorado
Colorado Springs
05.2024 - 08.2024
- Maintained golf course by executing maintenance tasks including mowing, edging, and irrigation to uphold course quality
- Ensured optimal playing conditions and adherence to high-quality standards
- Collaborated with team of groundskeepers to efficiently complete daily tasks and ensure optimal course conditions
- Developed strong teamwork and problem-solving skills
Education
Bachelor of Science - Finance
The University of Alabama
AL05-2027
Skills
- Microsoft Excel
- Problem Solving
- Leadership Experience
- Effective Team Member
- Communication Skills
- Active Listening
- Determined
- Hard Working
- Awareness
Projects
Independent Research on Financial Markets, Conducted a comprehensive research project analyzing stock market trends, financial indicators, and economic factors influencing market performance. Developed insights into investment strategies and portfolio management.
Awards
- National Honors Society
- 5 Athletic Varsity Letters
- Captain of Cheyenne Mountain High-School Golf
- Captain of St. Mary's High-School Lacrosse
- Member of Kappa Sigma- The University of Alabama
Timeline
Summer Analyst (Intern) for Contigo Group
Morgan Stanley
05.2025 - 08.2025
Golf Course Groundskeeper
The Country Club of Colorado
05.2024 - 08.2024
Executive Board Member
Kappa Sigma Fraternity
08.2023 - Current
Bachelor of Science - Finance
The University of Alabama