Resume
Alexander J. Wing
19455 Drexel Plaza Apt 104, Omaha, NE 68135 ------------ ------------ ------------/in/alexanderjwing
CAREER OBJECTIVE
Obtain a position in the finance industry that highlights my strengths and expands my knowledge
EDUCATION
University of Nebraska – Omaha
B.S. Business Administration (Expected graduation, December 2019)
• Areas of Emphasis in Finance, Banking, and Investment Portfolio Science
• GPA: 3.629
VOLUNTEER EFFORTS
Movember Foundation
Sigma Phi Epsilon, Nov 2016 – Nov 2018
• Facilitate Sig-Ep sponsored events, including partnerships with community businesses, to collect donations to allocate to the organization
• Engage in social media and in-person marketing efforts to promote awareness of men’s mental and physical health
University of Nebraska – Omaha
Student Activities Budget Commission, Apr 2018 – May 2018
• Examine holistic University student activities budget in addition to individual student-led organization budgets
• Propose amendments to organization budgets to best allocate University fee dollars back to the students
WORK EXPERIENCE
Harrison Financial Services, Omaha, NE
Financial Planning & Investment Analytics Intern, Jul 2017 – May 2019
• Analyze client and prospect financial statements and develop planning scenarios for retirement and education goals
• Evaluate and propose investment asset allocations and holdings for client employer-sponsored retirement plans
• Assist lead advisors in client meetings as a secondary advisor and manage client follow up
• Design new tools for team effectiveness and efficiency – Investment Roadmap and Excel Service Schedule
EXTRACURRICULAR INVOLVEMENT
Maverick Investment Club, University of Nebraska – Omaha
Member, Aug 2018 – Dec 2018
• Analyze and evaluate UNO’s investment portfolio using economic, market and industry analysis
• Stock pitch competition winner with stock being added to UNO’s investment portfolio
Sigma Phi Epsilon – Nebraska Beta
Member, Aug 2016 – Dec 2018
Vice President Finance, Nov 2017 – Dec 2018
• Project and manage chapter budget and expenses with input from executive board
• Implement new ways to analyze chapter’s financial health including comprehensive excel finance sheet
• Assist President in overseeing chapter functions and membership development of 80 men by leading and mentoring
LICENSING
• Securities Industry Essentials (SIE) – FINRA
• Life and Health Insurance – Nebraska Department of Insurance
• Bloomberg Certified
Alexander J. Wing
19455 Drexel Plaza Apt 104, Omaha, NE 68135 ------------ ------------ ------------/in/alexanderjwing
CAREER OBJECTIVE
Obtain a position in the finance industry that highlights my strengths and expands my knowledge
EDUCATION
University of Nebraska – Omaha
B.S. Business Administration (Expected graduation, December 2019)
• Areas of Emphasis in Finance, Banking, and Investment Portfolio Science
• GPA: 3.629
VOLUNTEER EFFORTS
Movember Foundation
Sigma Phi Epsilon, Nov 2016 – Nov 2018
• Facilitate Sig-Ep sponsored events, including partnerships with community businesses, to collect donations to allocate to the organization
• Engage in social media and in-person marketing efforts to promote awareness of men’s mental and physical health
University of Nebraska – Omaha
Student Activities Budget Commission, Apr 2018 – May 2018
• Examine holistic University student activities budget in addition to individual student-led organization budgets
• Propose amendments to organization budgets to best allocate University fee dollars back to the students
WORK EXPERIENCE
Harrison Financial Services, Omaha, NE
Financial Planning & Investment Analytics Intern, Jul 2017 – May 2019
• Analyze client and prospect financial statements and develop planning scenarios for retirement and education goals
• Evaluate and propose investment asset allocations and holdings for client employer-sponsored retirement plans
• Assist lead advisors in client meetings as a secondary advisor and manage client follow up
• Design new tools for team effectiveness and efficiency – Investment Roadmap and Excel Service Schedule
EXTRACURRICULAR INVOLVEMENT
Maverick Investment Club, University of Nebraska – Omaha
Member, Aug 2018 – Dec 2018
• Analyze and evaluate UNO’s investment portfolio using economic, market and industry analysis
• Stock pitch competition winner with stock being added to UNO’s investment portfolio
Sigma Phi Epsilon – Nebraska Beta
Member, Aug 2016 – Dec 2018
Vice President Finance, Nov 2017 – Dec 2018
• Project and manage chapter budget and expenses with input from executive board
• Implement new ways to analyze chapter’s financial health including comprehensive excel finance sheet
• Assist President in overseeing chapter functions and membership development of 80 men by leading and mentoring
LICENSING
• Securities Industry Essentials (SIE) – FINRA
• Life and Health Insurance – Nebraska Department of Insurance
• Bloomberg Certified