Summary
Overview
Work History
Education
Skills
Timeline
Generic

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, OK
05.2028

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