Josiah Fuller
Norman
Summary
Undergraduate student with a focus on financial reporting and regulatory compliance, seeking to apply skills and continue accumulating hours for CPA certification in a prestigious internship program.
Overview
3
3
years of professional experience
Work History
Wealth Management Intern
Overflow Wealth Management
06.2024 - Current
- - Gained familiarity with financial regulations and compliance requirements affecting investment management
- - Conducted detailed reviews of financial statements and reports to ensure correctness and completeness
- - Implemented exit strategies for clients to transition out of investments
- - Managed multiple tasks and projects simultaneously, adhering to deadlines and maintaining high-quality outputs
Customer Service Representative
University of Oklahoma Food Services
08.2022 - Current
- - Delivered exceptional customer service in a fast-paced environment
- - Maintained performance standards under pressure and ensured client satisfaction
- - Participated in team initiatives to enhance service delivery
Education
BBA - Accounting, Minor in Arabic
University of Oklahoma
Norman, OK05.2028
Skills
- Skills: Excel & SQL Fluency, Finance & Expense Reporting, QuickBooks, Teamwork, DEI
- Clubs: Arabic Club VP & Treasurer, Arabic Student Association, African Student Association, Investment & Wealth Management, Beta Alpha Psi Accounting Fraternity
Timeline
Wealth Management Intern
Overflow Wealth Management
06.2024 - Current
Customer Service Representative
University of Oklahoma Food Services
08.2022 - Current
BBA - Accounting, Minor in Arabic
University of Oklahoma
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