Rhyan Bullard
Windward Wealth Management
Gainesville
1
Language
4
years of professional experience
Developed skills in fast-paced finance environment, including data analysis and effective communication. Ability to transition into new field by leveraging strong analytical and organizational skills. Ready to contribute to diverse teams and apply transferable skills in new role.
Work History
Finance Intern
- Shadowed financial advisors and operations staff to gain hands-on exposure to wealth management, client service, and financial planning processes.
- Observed client meetings, learning effective communication strategies, financial analysis, and real-time problem-solving techniques.
- Assisted with pre-meeting preparation by using CRM software and AI-powered tools to organize client information and help create presentation materials, gaining insight into how technology improves efficiency.
- Supported post-meeting operations by reviewing client accounts, organizing follow-up tasks, and assisting with account administration under staff supervision.
- Performed basic financial and tax-related calculations and completed practice client scenarios to strengthen analytical and quantitative skills.
- Participated in supervised account management activities, including assisting with the transfer of approximately $111,000 between client accounts.
- Read and discussed financial and economic articles with advisors to deepen understanding of wealth management concepts and current market conditions.
- Developed foundational knowledge of financial planning topics, including: Asset allocation and diversification, Risk tolerance assessment, Investment vehicles and mutual funds, Roth IRA vs. Traditional IRA, Financial statements, Economic indicators, Comprehensive vs. foundational financial advice
- Strengthened analytical thinking, attention to detail, professional communication, and proficiency with CRM systems and AI-assisted workplace tools.
- Senior Year High School Internship
Volunteer
1 Year- Collaborated with team members to manage inventory of art supplies efficiently.
- Engaged with campers to provide assistance with art and supplies.
- Maintained clean, neat, and operational facilities to serve program needs.
- Supported engaging, fun, and smooth-running events by helping with organization and planning.
- Represented organization positively and professionally while providing community with much-needed services.
Education
Digital Arts And Sciences - Digital Arts And Sciences
Master of Science - Psychology
- Completed AP course in Psychology
Skills
Attention to detail
Effective feedback
Collaboration and teamwork
Active listening
Relationship building
Peer tutoring
Team collaboration
Patience and empathy
Accomplishments
- Made high school Heads List.
- 2026 Scholastics Art Awards Honorable Mention.
- 2026 Ap Scholar with Honor.
Languages
English
Native or Bilingual
Interests
Reading
My current favorite novel is Frankenstein by Mary Shelley.
Visual arts
I have enjoyed drawing as a hobby since I was five years old.
Watching long term TV series
My favorite show is Criminal Minds.
Starbucks trips
I go to Starbucks on the weekend to get out of the house on the weekends to study and complete homework.
Timeline
Finance Intern
Windward Wealth Management
05.2026 - 05.2026Read More
Volunteer
Pure Art Tampa
06.2022 - 06.2023Read More
University of Florida
Digital Arts And Sciences from Digital Arts And Sciences
Read More
University of Florida
Master of Science from Psychology
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Awards and Honors
French Award Honorable Mention - 9th, Heads List - 9th, 10th, 11th, Scholastic Art Awards 2026 (Honorable Mention) - 12th, AP Scholar with Honor - 11th