Joshua Phan
The Woodlands,TX
Summary
Motivated student studying Finance and looking for related experience. Willing to listen and learn and excited to contribute in a real-world environment to help find practical, actionable solutions for current needs.
Overview
1
1
year of professional experience
1
1
Certification
Work History
Internship Student
Rhame & Gorrell Wealth Management
The Woodlands, TX
07.2023 - 07.2023
- experienced stakeholders in creating marketing and branding materials.
- experienced created content for social media platforms to engage and connect with target audiences.
- experienced with good-will meetings
- Experienced how the other roles of the Financial Advising Firm promoted great customer service and a pleasant work environment.
- Attended meetings with clients or partners as required by the company.
- experienced website performance using analytics tools such as Google Analytics.
Manager's Assistant
Happy Goat Retreat
Willis, Texas
06.2022 - 08.2022
- Assisted supervisor in evaluating employee performance and cultivating improvement initiatives.
- Initiated inventory control measures to manage and replenish stock, maintain cost levels and meet customer demand.
- Resolved any operational issues that arose during day-to-day operations quickly and efficiently.
Education
Some College (No Degree) - Finance
Texas Tech University
Lubbock, TXSkills
- Clerical Support
- Flexible Schedule
- Public Speaking
- Data Modeling
- SQL and Python
- Analytics
- Scheduling
- Microsoft Office Suite
- Data Evaluation
Affiliations
- Listening to music
- Running
- Hiking
- Skiing
- Snowboarding
- Cooking
- Baseball
- Traveling
Accomplishments
- Dean's List Fall 2022
- President's List Spring 2023
- Dean's List Fall 2023
Certification
- University of Texas Data Analytics Certificate
Timeline
Internship Student
Rhame & Gorrell Wealth Management
07.2023 - 07.2023
Manager's Assistant
Happy Goat Retreat
06.2022 - 08.2022
Some College (No Degree) - Finance
Texas Tech University
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