Summary
Overview
Work History
Education
Skills
Timeline
Generic

Adam Puck

Ames,IA

Summary

Detail-oriented finance student with a strong foundation in financial analysis, investment strategies, and data management. Proven ability to apply theoretical knowledge through hands-on experience in coursework and projects. Proficient in Excel, financial modeling, and statistical analysis, with a keen interest in market trends and economic research. Excellent communication and teamwork skills, demonstrated through collaborative projects and leadership roles in student organizations. Seeking a finance internship to leverage analytical skills and contribute to a dynamic team while gaining practical experience in a fast-paced financial environment.

Overview

3
3
years of professional experience

Work History

Van Wall

Hayden Pelzer
Avoca, Iowa
05.2024 - 08.2024
  • Worked under management and shadowed salesmen.
  • Gained an understanding about equipment and trade in pricing.
  • I did a lot of non-revenue work, such as washing and detailing equipment.

Edward Jones

Jeni Martins
Dunlap, Iowa
01.2022 - 03.2024
  • I worked directly with a financial advisor, going and talking through daily tasks.
  • I got to sit in on meetings and listen to clients speak about their concerns with their investments.
  • I performed many small tasks, and I made a presentation on what financial advising is about.

Gross and Company Internship

Ben Hansen
Dunlap, IA
06.2022 - 08.2022
  • I was given various projects, such as bookkeeping and creating financial statements.
  • I worked directly under 5 different CPAs who guided me and helped me learn.
  • Worked with understanding and applying basic accounting principle

Education

BBA - Finance

Iowa State University gpa-3.07
Ames, IA
05-2026

High School Diploma -

Boyer Valley High School gpa-3.5
Dunlap, IA
05-2022

Skills

QuickBooks

Excel

Microsoft

Public Speaking

JMP software

File Cabinet

Google Drive

Customer Service

Team Communication

Timeline

Van Wall

Hayden Pelzer
05.2024 - 08.2024

Gross and Company Internship

Ben Hansen
06.2022 - 08.2022

Edward Jones

Jeni Martins
01.2022 - 03.2024

BBA - Finance

Iowa State University gpa-3.07

High School Diploma -

Boyer Valley High School gpa-3.5
Adam Puck