Casey McNelly
Spring City
Summary
Motivated and enthusiastic individual with a strong interest in finance a passion for golf and a commitment growing, learning and bettering myself every day. Experienced in communicating with a diverse group of individuals and supporting team environments. Eager to apply analytical thinking, interpersonal skills, and industry knowledge in a role that blends finance, service and communication.
Overview
7
7
years of professional experience
Work History
Golf Course Maintenance and Clubhouse
Kimberton Golf Club
05.2019 - Current
- Maintained overall course conditions, including changing hole locations, raking bunkers, and performing general landscaping tasks.
- Provided Clubhouse support by answering phone calls, booking tee times, checking in golfers, managing closing duties and general upkeep.
- Cleaned and power-washed golf carts as they came in, refueled them, and organized carts in a designated lineup to ensure they were ready for the next golfers.
Golf Caddie
Manufacturers Golf And Country Club
10.2025 - 11.2025
- Carried two bags, cleaned and cared for players equipment and helped to maintain a smooth pace of play for the group.
- Communicated with players regarding course strategy and yardages.
- Helped players with reading the breaks on putts and shots around the green.
Financial Planning Intern
Rockwood Wealth Management
09.2023 - 03.2024
- Analyzed clients portfolio holdings, and utilized Excel to compare client holdings to ideal portfolios.
- Examined clients Estate Planning, Insurance and Tax documents, putting important information into a mapped out document to be used as a talking point in meetings.
- Sat-in and listened to client meetings, taking notes, and providing feedback to lead advisors.
Education
Bachelor of Science - Finance
Drexel University
Philadelphia, PA12-2025
Skills
- Communication
- Teamwork
- Strategy
- Problem Solving
- Adaptability
- Excel
- Networking
- Active listening
- Tech-Savvy
Timeline
Golf Caddie
Manufacturers Golf And Country Club
10.2025 - 11.2025
Financial Planning Intern
Rockwood Wealth Management
09.2023 - 03.2024
Golf Course Maintenance and Clubhouse
Kimberton Golf Club
05.2019 - Current
Bachelor of Science - Finance
Drexel University