Summary
Overview
Work History
Education
Skills
Accomplishments
Affiliations
Timeline
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Brendan McConn

Brendan McConn

Fort Mitchell,KY

Summary

Finance professional with strong foundation in wealth management and investment strategies. Proven ability to support financial planning and client advisory services. Known for collaborative efforts and adaptability, showcasing skills in portfolio analysis and client communication.

Overview

4
4
years of professional experience

Work History

Private Wealth Management Intern

Baird
Cincinnati, OH
05.2025 - Current

Supported financial advisors by preparing client materials and coordinating logistics to enhance workflow efficiency and operational effectiveness.

Phi Gamma Delta Chapter Member

University of Kentucky
Lexington, KY
08.2023 - Current
  • Contributed to raising over $1 million during Dance Blue, a 24-hour fundraiser for childhood cancer.
  • Helped to facilitate a Darkness Walk fundraiser to support suicide awareness, focusing on diverse groups affected, including children and veterans.

Bag Staff

Summit Hills Country Club
Erlanger, KY
10.2021 - 08.2024
  • Cultivated strong interpersonal and customer service skills by addressing the diverse needs of country club members and building positive relationships.
  • Excelled in a high-pressure environment under demanding conditions, consistently delivering exceptional performance, attention to detail, and adaptability to challenges.

Education

Bachelor of Science - Finance And Management

University of Kentucky
Lexington, KY
05-2027

Skills

  • Communication
  • Critical thinking
  • Team building
  • Inventory organization
  • Customer service
  • Point of sale systems
  • Adobe Photoshop
  • Excel

Accomplishments

  • Actively participated in the National Honor Society (NHS) for four years.
  • Featured multiple times in local magazines for art and digital storytelling.

Affiliations

  • Pursues golf, fishing, mountain biking, and exercising to build focus, perseverance, and a healthy lifestyle.

Timeline

Private Wealth Management Intern

Baird
05.2025 - Current

Phi Gamma Delta Chapter Member

University of Kentucky
08.2023 - Current

Bag Staff

Summit Hills Country Club
10.2021 - 08.2024

Bachelor of Science - Finance And Management

University of Kentucky