Ryan Scott
Montrose
Summary
Dynamic and results-driven professional with experience at Vicus Capital, excelling in data analysis and client engagement. Proven ability to enhance investment evaluations through comprehensive market research and effective communication. Recognized for strong presentation skills and a commitment to maintaining high standards in financial management and customer service.
Overview
1
1
year of professional experience
Work History
Investment Management and Research Intern
Vicus Capital
09.2025 - 12.2025
- Assisted analysts in conducting comprehensive investment research to support decision-making processes.
- Utilized Excel for data analysis and financial modeling, enhancing the accuracy of investment evaluations.
- Engaged with industry professionals to gather insights on financing opportunities, expanding the network of potential investments.
- Presented investment insights to the IMR team and completed due diligence reports on various financial funds.
- Networked with all sub-sectors of the team learning financial language, different types of investment graphs and indicators while also working on open ended financial concepts and predictions.
Student Associate
NBT Bancorp
05.2025 - 08.2025
- Demonstrated excellent communication, problem solving, and customer service skills while interacting with customers and colleagues at various branch locations.
- Maintained accurate financial records and assisted customers with various banking needs: deposits, withdrawals, transfers, loan payments, money orders, traveler's checks. Adhered to bank policies and procedures while handling cash transactions, balancing the vault and cash drawer while being aware of potential fraud.
- Demonstrated professionalism, reliability, and strong work ethic in all tasks and responsibilities.
- Entrusted with classified personal and corporate information.
Education
Bachelor of Science - Economics
Pennsylvania State University
University Park, PA05-2028
Skills
- Data analysis in Excel
- Proficient in retail banking services
- Client engagement
- Clear verbal communication
- Market research evaluation
- Effective communication
- Engaging presentation skills
- Financial management
Affiliations
Nittany Markets Analysis Association
Penn State Investment Association
D&S Auto Detailing
Timeline
Investment Management and Research Intern
Vicus Capital
09.2025 - 12.2025
Student Associate
NBT Bancorp
05.2025 - 08.2025
Bachelor of Science - Economics
Pennsylvania State University