JACK BUCHAN
Mercer Island
Summary
Dynamic Wealth Management Intern at 180 Wealth Advisors with expertise in financial analysis and portfolio construction. Proven ability to conduct in-depth equity research and enhance client investment strategies. Skilled in utilizing Redtail CRM and advanced Microsoft Excel for data management and risk assessment, ensuring compliance and optimal asset allocation.
Overview
2
2
years of professional experience
Work History
Wealth Management Intern
180 Wealth Advisors
06.2025 - Current
- Conduct equity research on 35+ stock portfolio, producing buy/hold/sell ratings using P/E, PEG, forward P/E, and EV/Sales ratios alongside balance sheet and income statement analysis
- Evaluate portfolio risk exposure and assist with diversification strategy across asset classes including equities, fixed income, and alternative investments
- Compare mutual funds and ETFs using risk-adjusted return metrics, expense ratios, and Sharpe ratios to support advisor investment recommendations
- Assist with model portfolio maintenance and rebalancing to ensure alignment with client risk tolerance and investment objectives
- Supported preparation of comprehensive financial plans including retirement projections, estate planning summaries, and tax-efficient withdrawal strategies
- Helped advisors prepare client meeting materials including performance reports, financial summaries, and net worth analyses
- Conducted KYC data reviews across 390+ client accounts, identifying and flagging missing or incomplete financial data for advisor follow-up
- Assisted in identifying portfolio concentration risk and preparing summaries on client exposure to specific sectors and asset classes
- Ensured accurate client data entry and timely follow-up communication to support compliance and recordkeeping requirements
Grounds Crew Member
mercer island beach club
Mercer Island
06.2024 - 09.2024
- Maintained cleanliness and appearance of grounds at a community beach club.
Education
B.S. - Finance
Santa Clara University
Santa Clara, CA06-2026
Mercer Island High School -
Mercer Island High School
Mercer Island, WA01-2025
Skills
- Financial analysis
- Investment planning
- Market analysis
- Portfolio construction
- Microsoft Excel
- Estate planning
- Risk assessment
- Ratio analysis
- Asset allocation
- Redtail CRM
- EMoney
- Microsoft Excel (advanced)
- Microsoft Excel
- Asset allocation
- Microsoft Excel
Projects
RetireReady, Founder, retireready.guide, 08/01/25, Present, Built and launched a retirement planning web application featuring 2026 IRS tax bracket calculations, multi-account optimization across 7 account types, Social Security taxability modeling, RMD planning, and pension income analysis., Designed tax-optimized withdrawal sequencing logic incorporating Traditional IRA, Roth, HSA, and taxable accounts to minimize client lifetime tax burden., Independently researched and implemented 2026 IRS data including standard deductions, capital gains thresholds, and Uniform Lifetime Table for RMD calculations.
Websites
Leadership And Activities
- Varsity Baseball, Mercer Island High School, 2023 – 2025, Team Captain senior season, All-League Award — top 3 ERA in league, Golden Arm Award (JV 2022, Varsity 2023)
- Varsity Football, Mercer Island High School, 2022 – 2025, All-League Award — voted one of best players in league by coaches, Iron Man Award JV 2021
- National League of Young Men, 2021 – Present, Ensign Award 2023 for 33 hours of community service, Volunteer coaching youth football, community shelter, and local parks cleanup
Skills And Certifications
Redtail CRM, eMoney, Microsoft Excel (advanced), Bloomberg (basic), Financial statement analysis, Ratio analysis, Portfolio construction, Retirement planning, Estate planning basics, Series 65 (Uniform Investment Adviser Law Examination)
Timeline
Wealth Management Intern
180 Wealth Advisors
06.2025 - Current
Grounds Crew Member
mercer island beach club
06.2024 - 09.2024
B.S. - Finance
Santa Clara University
Mercer Island High School -
Mercer Island High School