Malachai Willey
Bangor,ME
Summary
Proactive student with experience in process improvement, public relations, and relationship management. Earning full licensing in the financial services industry reflects my commitment to learning and professional growth. Frequently praised as a workhorse by my peers, I dedicate my full attention to continuously developing my skills and expanding my knowledge in all facets of this organization.
Overview
1
1
year of professional experience
1
1
Certification
Work History
Wealth Management Intern
Barresi Financial
05.2024 - Current
- Collaborate with financial advisors to develop comprehensive financial plans, provide investment recommendations, and offer financial guidance.
- Assist in preparing client meeting materials, including slide decks, reports, and account statements, to enhance client engagement.
- Present research findings and project updates effectively, ensuring clear and concise communication with team members.
- Utilize Excel to manage and analyze various funds within model portfolios, supporting data-driven decision-making.
Chief Economist
SPIFFY
05.2024 - Current
- Report semiannual economic updates to members of SPIFFY using relevant economic data
- Assist other directors with delegating responsibilities, as well as leading SPIFFY to operate under guidelines entrusted in us and maintain fiduciary responsibility
- Assist in recruiting new members by participating in different campus events
Education
Bachelor of Science - Finance/Business Management
University of Maine
Orono, ME05.2025
Certification
Series 7
Series 66
Maine State Life, Accident & Health Insurance
Bloomberg Market Concepts
Timeline
Wealth Management Intern
Barresi Financial
05.2024 - Current
Chief Economist
SPIFFY
05.2024 - Current
Bachelor of Science - Finance/Business Management
University of Maine
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