Mason Wolkov
Aurora,OH
Summary
Meticulous Finance Student and Intern offering strong analytical and abstract reasoning skills. Excellent history of managing complex data. Well-versed in business operations, strategic planning and market analysis. Track record of positive academic performance and superior numerical and analytical skills.
Overview
6
6
years of professional experience
Work History
Consulting Intern
Value Based Solutions
05.2021 - 08.2024
- As an intern at Value based solutions, I assisted active employees with enhancing the bottom-line profitability of companies by reducing indirect spend on a contingent basis
- One of my main jobs entailed originally being introduced to how they run their company and where their data is stored, I then analyzed the data, sorted it and created new spreadsheets to organize the data properly.
Financial Analyst & Private Wealth Management Internship
Oxford Harriman & Co
07.2023 - Current
- Assist in managing and nurturing client relationships by providing exceptional service, prompting addressing inquiries, and ensuring client satisfaction
- Conducted in-depth financial analysis, including reviewing client portfolios, assessing risk tolerance, and recommending suitable investment strategies.
Private Wealth Management Internship
FSM & Journey Wealth Advisors
06.2023 - 07.2023
- Conducted research on financial markets, industry trends, and investment opportunities, contributing to informed decision-making processes
- Maintained accurate records, prepared financial reports, and assisted in the preparation of client presentations and proposals
- Collaborated effectively with colleagues and team members to achieve department goals and provide seamless service to clients.
Honors Caddie
Barrington Country Club
05.2018 - 08.2022
- Communicated with customers to satisfy their needs on the golf course and understand their preferences
- Maintained responsibility with customers property on the golf course.
Education
High School Diploma -
Aurora High School
Aurora, OH05.2021
Bachelor's - Finance
Miami University
Oxford, OH05.2025
Skills
- Qualitative Research
- Quantitative Analysis
- Data Management
- Client Relationships
- Analytical Thinking
- Interpersonal and Social Skills
Accomplishments
- Redhawk Excellence Scholarship Recipient, 08/2021, Present, Granted a scholarship by Miami University based on academic merit and leadership achievements
- Graduated with a 3.8 GPA, 08/2017, 05/2021
- Received a student athlete award from 2019-2021
- Became a 4-time varsity letter recipient for Men's golf
Campusinvolvement
Lambda Chi Alpha Fraternity, Oxford, OH, Active Brother; Social Chair; Executive Board, 01/2022, Present, Current acting elected social chair in charge of planning events while managing a $50,000 dollar budget. One of two active members of the fraternity's executive board in charge of making the tough decisions when the fraternity faces them. Participate in recruitment activities with fellow brothers and associate members to create friendships and lifelong connections.
Volunteer Experience
- Chagrin Falls Park Community Center, Chagrin Falls, OH, Volunteer/Tutor, 12/2021, 05/2021, Volunteered as a tutor at a nearby community center to help benefit children educationally. Establishes connections with many of my regular students and helped turn them into progressive workers and thinkers at a young age.
- Cleveland Food Bank, Cleveland, OH, Volunteer/Packager, 01/2021, 05/2021, Worked as a volunteer on the “line” placing food into boxes for those in need. Assisted in clean up and organizational practices around the facility to create a well-maintained environment.
Hobbies and Interests
- Active Golfer and local competitor
- Writing
- Weightlifting
- Travel
- Attempting to play the top 100 golf courses in the world
- Physical health
Timeline
Financial Analyst & Private Wealth Management Internship
Oxford Harriman & Co
07.2023 - Current
Private Wealth Management Internship
FSM & Journey Wealth Advisors
06.2023 - 07.2023
Consulting Intern
Value Based Solutions
05.2021 - 08.2024
Honors Caddie
Barrington Country Club
05.2018 - 08.2022
High School Diploma -
Aurora High School
Bachelor's - Finance
Miami University