Summary
Overview
Work History
Education
Skills
Affiliations
Accomplishments
Certification
Timeline
Generic

Reese Fetherston

Jefferson,WI

Summary

Enthusiastic Student with skills in working in both team-based and independent capacities. Bringing strong work ethic and organizational skills to any setting. Excited to bring user skills in information technology and social media.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Intern

Thompson Financial
Jefferson, WI
03.2024 - Current
  • Evaluated various forms including W-2s, 1099s.
  • Conducted research into industry-specific market conditions and competitor analysis.
  • Reviewed financial documents and records to assess accuracy and compliance with applicable laws, regulations, and standards.

Intern

Family Wealth Advisors
Johnson Creek, WI
05.2023 - 09.2023
  • Conducted detailed analysis of clients' current financial situation, including risk assessment, cash flow management, and retirement planning.
  • Developed financial plans and strategies tailored to clients' individual needs.
  • Attended continuing education seminars to stay abreast of changes in the industry regulations and best practices.

Lifeguard

Jefferson School District
Jefferson, WI
06.2018 - 08.2023
  • Educated patrons about safe swimming practices through public announcements.
  • Assisted with swim lessons for guests and members of the facility.
  • Maintained constant surveillance of patrons in the swimming area at all times.

Education

BBA - Finance

University of Wisconsin - Whitewater
Whitewater, WI
05-2025

MBA - Sales Emphasis

University of Wisconsin - Whitewater
Whitewater, WI
05-2025

Skills

  • Sales Promotion
  • Project Management
  • Proficient in Excel
  • Advising on investments
  • Client Relations

Affiliations

  • UW-Whitewater Varsity Baseball Program 2022-2025
  • Participated in AMA
  • Work Milwaukee Brewers Summer Baseball Camps

Accomplishments

  • 2024 College World Series Finalist
  • Deans list (3.0 or above GPA)
  • Arnold Scholarship Recipient

Certification

  • CPR Certified
  • Alcohol Bartending License
  • Completed Microsoft Excel Coursework

Timeline

Intern

Thompson Financial
03.2024 - Current

Intern

Family Wealth Advisors
05.2023 - 09.2023

Lifeguard

Jefferson School District
06.2018 - 08.2023

BBA - Finance

University of Wisconsin - Whitewater

MBA - Sales Emphasis

University of Wisconsin - Whitewater

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Reese Fetherston