NICK MCMILLIAN
Waxhaw,NC
Summary
Results-driven financial professional with strong background in investment analysis and financial modeling. Known for providing invaluable support to senior analysts and contributing effectively to team goals. Reliable and adaptable, with excellent analytical and problem-solving skills.
Overview
2025
2025
years of professional experience
1
1
Certification
Work History
Investment analyst intern
Project D.I.M.E
- Planned an investment portfolio and synthesized prior financial knowledge to develop investment strategies based on growth, diversification, and stability expectations
- Portfolio increased by 4%
Summer Intern 2024
Minset.AI
05.2024 - 07.2024
- Managed multiple tasks simultaneously while consistently meeting deadlines under high-pressure situations during the internship period.
- Gained valuable industry knowledge through attending seminars, workshops, and conferences related to the field of expertise during the summer internship program.
Cashier
Harris Teeter
06.2021 - 08.2022
Business Analyst Intern
Minset.AI Summer 2021
05.2021 - 08.2021
- Installed and configured thermal technology to help clients detect patients at risk for covid
- Also responsible for putting together sales quotes for a client
Education
Bachelor of Science - Smeal Undergraduate
Penn State University
05.2026
Skills
- Communication
- Information literacy
- Initiative
- Responsibility
- Adobe Certified Associate (ACA)
- Spanish
- Excel
- Data analysis
- Financial modeling
EC Activities
- DECA, Constituent, Participated in the SIFMA stock market competition with double-digit returns on my portfolio., Learn about the proper methods of marketing and selling a product., Compete in competitions such as role-play sales situations.
- Jack and Jill of America, Senior Teen Associate, Led a T-Shirt design committee to develop a t-shirt for a competition., Participate in service hour.
Certification
- [Investment Foundations Certificate] [CFA Institute] [2026 May]
Languages
Spanish
Limited Working
Timeline
Summer Intern 2024
Minset.AI
05.2024 - 07.2024
Cashier
Harris Teeter
06.2021 - 08.2022
Business Analyst Intern
Minset.AI Summer 2021
05.2021 - 08.2021
Investment analyst intern
Project D.I.M.E
Bachelor of Science - Smeal Undergraduate
Penn State University
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