Summary
Overview
Work History
Education
Certification
Timeline
Generic
Jack-Henry Wise

Jack-Henry Wise

Searcy,AR

Summary

Detailed-oriented finance student with a solid understanding of banking operations, financial analysis, and investment principles. With a passion for personal finance and investing. Eager to gain hands on experience in banking and finance, contribute to team success, and develop practical expertise in financial services.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Financial Planning Intern

Crews & Associates
Searcy, AR
06.2026 - 08.2026
  • Collaborated with senior planners to develop personalized financial plans tailored to client needs.
  • Assisted in preparing comprehensive financial reports and presentations for client meetings.
  • Researched market trends and economic indicators to inform strategic investment recommendations.

Portfolio Manager-Union University ICP

Tennessee Valley Authority
Jackson, TN
01.2026 - Current
  • Managed a 500k portfolio in the TVA investment challenge, achieving 28.39% return through the year of 2025 while focusing on long-term growth and risk management.
  • Placed 3rd out of 28 schools participating in the challenge
  • Presented our portfolio performance in front of 500+ students, professors, and finance professionals

Kids Ministry

West Jackson Baptist Church
09.2025 - Current
  • Assisted in planning and leading educational and recreational activities for children
  • Supported a safe, engaging, and inclusive environment for learning and spiritual growth.
  • Developed strong leadership, communication, and problem-solving skills while guiding children.

Online Seller

eBay
01.2021 - 09.2025
  • Managed sales of Watches, shoes, and sports cards to a broad customer base, handling listings, pricing, and shipping.
  • Maintained accurate financial records, processed payments, and managed inventory.
  • Developed skills in customer service, negotiation, and business operations.
  • Conducted research and analysis on stocks, ETFs, and market trends to make informed investment decisions.
  • Monitored portfolios, managed risk, and evaluated performance using financial tools.

Education

High School Diploma -

Harding Academy
Searcy, AR
01-2023

Bachelor of Finance -

Union University
Jackson, TN
05-2027

Certification

  • Securities Industry Essentials (SIE), FINRA - Jun 2026
  • Certified Bloomberg Market Concepts, Bloomberg - Apr 2026

Timeline

Financial Planning Intern

Crews & Associates
06.2026 - 08.2026

Portfolio Manager-Union University ICP

Tennessee Valley Authority
01.2026 - Current

Kids Ministry

West Jackson Baptist Church
09.2025 - Current

Online Seller

eBay
01.2021 - 09.2025

High School Diploma -

Harding Academy

Bachelor of Finance -

Union University
Jack-Henry Wise