GRANT RICHARDSON
Schroeder Wealth Advisors
2
years of professional experience
Highly analytical finance professional with experience in private wealth management, banking, and business operations. Passionate about public markets and investment research, employing a disciplined approach to assess risk, return, and lucrative investment opportunities. Sound judgement in creating analytical materials that enhance high-net-worth client reviews and facilitate insightful investment discussions. Committed to delivering exceptional financial strategies that align with client goals and drive growth.
Work History
Paraplanner - Wealth Management Intern
2 Months- Facilitated ACH distributions and managed account liquidity needs while executing trades via the Charles Schwab platform.
- Built Excel net worth analyses and portfolio review materials for high-net-worth client meetings.
- Researched ETFs and investments, comparing taxable versus tax-exempt bonds based on total returns, dividends, and tax implications.
Banker / Client Support
11 Months- Served personal and business clients with account servicing and banking requests, ensuring compliance and enhancing client trust.
- Coordinated multiple client requests simultaneously, updating internal teams to ensure timely resolution.
- Verified account activity and financial documents for accuracy, safeguarding confidentiality of sensitive information.
General Manager
6 Months- Developed coupon campaign that increased store sales and attracted new customers while enhancing repeat customer retention.
- Managed daily operations and cash controls, maintaining accuracy and accountability in financial transactions.
- Supervised staff and created labor schedules, optimizing workforce coverage and improving store performance.
Education
BBA - Finance, Economics
- Fall, 2025 / Spring 2026 - Dean’s List
- Clubs & Activities [First-In-Line Society, Finance Society]
- Relevant Coursework [Financial Modeling, Investment Analysis, Derivatives, Small-Cap Investing, Corporate Finance, Econometrics & Data Analysis, Money & Banking]
Skills
• Financial Analysis
• Investment Research
• Equity & ETF Analysis
• Financial Modeling
• Trade Analysis
• Excel
• Data Visualization
• Analytical Thinking
• Client Relationship Management
• Collaborative Projects
Timeline
Paraplanner - Wealth Management Intern
Schroeder Wealth Advisors
06.2026 - 08.2026Read More
Banker / Client Support
Wells Fargo
06.2025 - 05.2026Read More
General Manager
Bahama Bucks
10.2024 - 04.2025Read More
Baylor University, Hankamer School of Business
BBA from Finance, Economics
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