Collier Wakefield

Skillful Operations Analyst adeptly supporting system management and problem resolution to improve records management. Over 3 years of experience managing customer activity, addressing technical issues and maintaining system operations. Skillfully assessed operational procedures, providing hands-on experience analyzing records and investigating complex troubleshooting issues. Accomplished expert navigating latest compliance regulations and service-level agreements, maintaining strict compliance with updated standards.

Eagle Scout

• Attained the highest rank in boy scouts, a distinction bestowed upon only 4% of Scouts, following a rigorous review process that exemplifies dedication, leadership, and exceptional achievement

FINRA

• SIE
• Series 7
• Series 63

Student Managed Investment Fund

Equity Analyst - Responsible for researching various ETF’s and management of a $165,000 portfolio held with Citizens Bank. Overall return since involvement and active management is approximately 6.7% (San Bernardino, CA - 03/2018, 06/2018)

Beta Alpha Psi

Finance and Accounting Professional Fraternity - Attended bi-weekly meetings, participated in 10 hours of community service per quarter, and performed 2 hours of volunteer tutoring per week for the subjects of Corporate Financial Management and Business Finance (San Bernardino, CA - 01/2017, 06/2019)

Financial Management Association (FMA)

President - Co-chief executive liaison of financial management programs between students, professors and professionals. Organized Goldman Sachs, BlackRock, Northwestern Mutual, BNC Paribas, and Edward Jones webinars. Collaborated with the executive board of Beta Alpha Psi to organize the Finance and Accounting alumni mixer; increased job and networking opportunities for students (San Bernardino, CA - 03/2018, 06/2019)

ASI Finance Committee

Executive Board Member - Worked on the executive board under ASI’s VP of Finance to determine and allocate over $1.7M in funding for various student clubs and organizations on campus (San Bernardino, CA - 09/2017, 06/2019)

Pi Kappa Alpha Fraternity (PIKE)

Treasurer & Founding Father - Maintained a $20k yearly-budget within Omega-fi and utilized excel to allocate individual operating budget to leadership chairs; collected dues on a quarterly basis, Directly involved with the establishment of a new chapter and the recruitment of 30 members (San Bernardino, CA - 09/2017, 06/2019)