Johnny Lai
Wells Fargo Advisors
Madison,WI
1
Language
3
years of professional experience
Personal Finance major at University of Wisconsin-Madison with a strong commitment to assisting families and individuals in achieving financial stability. Background in budgeting, saving, and long-term planning developed from a frugal upbringing. Focused on financial advising for special needs and disabled individuals, aiming to enhance financial security. Seeking internships or entry-level roles to apply financial knowledge and improve Excel and investment skills while making a positive impact.
Work History
Wealth Management Intern
2 Months- Assisted with qualified charitable distributions (QCDs), IRA distributions, transfers on death (TOD), beneficiary updates, and money movement requests to support clients' financial and estate planning needs.
- Supported client service operations by assisting with account requests and financial transactions, ensuring accuracy and timely completion while maintaining attention to detail and confidentiality.
- Conducted cold calls and supported marketing initiatives to strengthen client outreach, build professional communication skills, and contribute to business development efforts within the wealth management team.
Busser
3 Months- Delivered fast, attentive service to over 50 guests per shift, resulting in consistently positive guest feedback and repeat visitors.
- Coordinated with managers to create a more efficient cleanup of tables, which resulted in more customers being seated.
- Collaborated with team members to reduce table turnover time by 10%, increasing seating capacity during busy periods.
Personal Shopper
3 Months- Assisted an average of 60+ customers per shift, helping them compare product options and stay within budget, contributing to improved satisfaction.
- Resolved customer concerns with a 95% positive interaction rate, contributing to smoother store operations.
- Managed transactions totaling a couple thousand per shift, ensuring accuracy and efficiency under high volume conditions.
Cashier
3 Months- Managed appointment scheduling for 25 to 40 clients per day, reducing wait times, and improving overall client flow and satisfaction.
- Communicated service options clearly to clients, increasing repeat bookings through personalized service recommendations.
- Handled payments and maintained daily logs, ensuring error-free accounting and smooth business operations.
Education
Bachelor of Science - Personal Finance
Skills
Financial analysis
Effective communication
Team collaboration
Time management
Analytical thinking
Problem solving
Excel
Affiliations
- Gym
- Hiking
- Learning about financial services
Languages
Vietnamese
Professional
Education and Training
true,other
Timeline
Wealth Management Intern
Wells Fargo Advisors
06.2026 - 08.2026Read More
Busser
Giant City Lodge
05.2025 - 08.2025Read More
Personal Shopper
Walmart
05.2024 - 08.2024Read More
Cashier
Sun Nails
05.2023 - 08.2023Read More
University of Wisconsin-Madison
Bachelor of Science from Personal Finance
Read More