Ian Triplett
Chesapeake,VA
Summary
Highly motivated and goal-driven Financial Economics graduate with real world experience in financial analysis and valuations. Worked both as an individual and team to analyze Global Economic and Financial Market trends in order to produce Stock and ETF valuations and recommendations for Student Managed Portfolio worth $1.2 Million. Well versed in Financial presentations, professional communication, and project management.
Overview
2
2
years of professional experience
Work History
Financial Analyst Program (Southwestern University)
Business Honors Program
2022.01 - 2023.05
- Trader for the student managed portfolio fund of $1.2 Million invested into stocks and ETFs
- Calculated and executed stock buy and sell orders
- Analyzed global economic and financial market trends
- Researched, produced, and voted on stock recommendation reports
- Updated Program Weekly Newsletter with relevant market news and information.
- Assessed operating, financial, and investment performance of companies and made financial projections using company's recent operating history relative to industry peers.
Audit Intern
Virginia Beach City Office of Internal Audit
2021.06 - 2021.08
- Audited financial transactions of the Virginia Beach City Public Schools for the Office of Internal Audit
- Reviewed financial statements for accuracy
- Inspected signatures to ensure compliance
- Verified safe contents were in compliance with proper procedures.
Volunteer Income Tax Assistant
United Way
2021.01 - 2021.05
- Completed tax returns for low-income households in the Augusta County area through Mary Baldwin University VITA seminar class.
- Developed customized strategies for each client''s unique financial situation, ensuring optimal results in their income tax filings.
Education
Bachelor of [Arts] in Financial Economics -
Southwestern University
Georgetown, Texas05.2023
Skills
- Stock/ETF Valuations & Presentations
- Fundamental and Technical Financial Analysis
- Financial statement analysis
- Experience with Stata and R Coding Program
- Data Collection & Research
- Professional Communication
- Microsoft Excel
- Microsoft 365
Honors & Activities
- U.S. Air Force Basic Military Training Honor Graduate [January 2024]
- Dean's List [Fall and Spring - '20, '21, and '22]
- Student Athlete Academic Honor Roll [MBU and SU Fall '20, '21, '22]
- 4 Year Varsity Collegiate Soccer Player [Johnson & Wales University 2019, Mary Baldwin University 2019-2021, and SouthWestern University 2021-2023]
- Pi Kappa Alpha Fraternity [Alpha Omicron Chapter - SU]
- Study Abroad: Granada, Spain - 7 Week Spanish Program
- U.S. Navy Singapore Youth Volunteer of the Quarter [2017]
Coursework
- Finance
- Intermediate Macroeconomics
- Investments
- Intermediate Microeconomics
- Accounting (Financial, Managerial)
- Econometrics
Timeline
Financial Analyst Program (Southwestern University)
Business Honors Program
2022.01 - 2023.05
Audit Intern
Virginia Beach City Office of Internal Audit
2021.06 - 2021.08
Volunteer Income Tax Assistant
United Way
2021.01 - 2021.05
Bachelor of [Arts] in Financial Economics -
Southwestern University
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