Summary
Overview
Work History
Education
Skills
Timeline
Generic

Drew Ludwig

Raleigh,NC

Summary

Driven individual with an education in finance and a passion for investment management. Skilled in portfolio optimization and effective communication, successfully managing a personal investment account while enhancing client satisfaction through service industry experience.

Overview

2026
2026
years of professional experience

Work History

Individual Portfolio Manager

  • Manage ~$12k personal investment account, administering risk and diversification.
  • Analyzed market trends to inform strategic asset allocation decisions.

Server

Zest Sushi And Tapas
Cary, NC
04.2025 - 02.2026
  • Provided exceptional customer service during peak dining hours, ensuring guest satisfaction.
  • Collaborated with team members to streamline service processes, improving operational efficiency.
  • Managed order accuracy by effectively communicating with kitchen staff and guests.

Education

Bachelor of Science - Business Administration- Finance

North Carolina State University
Raleigh, NC
12.2026

Skills

  • Equity Valuation
  • Fundamental Analysis of Financial Markets
  • Microsoft Excel Proficiency
  • Client Relations
  • Multi-Tasking Skills

Timeline

Server

Zest Sushi And Tapas
04.2025 - 02.2026

Individual Portfolio Manager

Bachelor of Science - Business Administration- Finance

North Carolina State University