Liam Winegar
Raleigh,NC
Summary
Driven student pursuing a Bachelor of Science in Business Administration with a concentration in Finance and a minor in Data Science at North Carolina State University. Seeking an internship to gain practical experience in business operations, particularly in financial analysis, data management, and administrative processes. Recognized for exceptional communication skills and a proven ability to collaborate effectively in team environments.
Overview
2
2
years of professional experience
Work History
Compliance Intern
Fairview Investments Services
03.2025 - 03.2026
- Automation Framework Project
- Built and implemented a scalable automation framework powering high visibility deliverables for 150+ executive clients
- Developed the system backbone that enabled automation of high-impact reports across 150+ executive accounts
- Contributed to a reusable framework that streamlined workflows and reduced manual processing time
- Researched client-specific data and delivered growth insights through the summer associate capstone project
- Tested 100+ clients' holdings to monitor and maintain SEC compliance
- Mentored Spring 2026 interns
- Supported additional operational and administrative tasks as needed
- Utilized Excel daily to streamline data organization and analysis
Accounts Payable Intern
Spectrum Accounting Plus
05.2024 - 08.2024
- Processed accounts payable and provided excellent customer service to 250+ Spectrum clients who are mostly homeowner management companies
- Utilized Vantaca software to invoice and facilitate 300+ payments promptly
- Communicated with vendors and processed payments through various credit card systems
- Assisted team members with administrative tasks such as data entry and digital filing as needed
Education
Bachelor of Science - Business Administration
North Carolina State University
GPA 3.6, Dean's List05-2027
Skills
- Certified Microsoft Office Specialist
- Analytical Thinking
- Leadership
- Goal-Oriented
- Python
- SQL
- Excel
- Adobe Acrobat
Involvement
- Elected Treasurer, Phi Delta Theta Fraternity, NCSU
- Finance Club, NCSU
- Investor's Association, NCSU
Timeline
Compliance Intern
Fairview Investments Services
03.2025 - 03.2026
Accounts Payable Intern
Spectrum Accounting Plus
05.2024 - 08.2024
Bachelor of Science - Business Administration
North Carolina State University