Ryan Weaver
Cary
Summary
Results-driven professional prepared for this role with strong background in achieving high-impact outcomes. Skilled in problem-solving, critical thinking, and effective communication. Known for fostering team collaboration and adapting to evolving needs. Adept at utilizing analytical skills and innovative solutions to drive success.
Overview
2
2
years of professional experience
Work History
Private Client Intern
Wintrust Financial Corporation
05.2025 - 08.2025
- Customized wealth plans for both current and prospective clients tailored to their individual financial goals and situations
- Assisted both bankers and portfolio managers by utilizing Salesforce for desired reports as well as Microsoft tools such as Excel for client transition holdings
- Constructed strategies for clients with individualized investment opportunities through a specific database for things such as maximizing wealth and tax efficiency
Commercial Banking Intern
Wintrust Financial Corporation
06.2024 - 08.2024
- Created underwriting presentations for potential loans of clients of the bank, as well as recurring loans
- Managed financial statements of several companies and input the financials into a company specific software for balancing purposes
- Utilized Excel to create different tables that revolved around cash flow, debt service coverage, and several others to determine validity and strength of applicants financial statements
Accounting Intern
Middleby Marshall
06.2023 - 08.2023
- Assisted in maintaining and updating financial records using accounting software
- Supported the accounting team in daily tasks, including excel entry, document filing, and record maintenance
- Prepared and analyzed financial statements, ensuring accuracy and compliance with accounting principles
Education
Bachelor’s Degrees - Accounting and Finance
Illinois State University
Normal, IL05.2025
Analytics Management Graduate Certificate - undefined
Northwestern University
05.2026
Skills
- Advanced Microsoft Excel (Wall Street Prep Excel Certification)
- Microsoft Office, Teams, and Salesforce
- Adaptability, Collaboration, Communication
- Data Driven Decision Making and & Analytics
- Teamwork and collaboration
- Problem-solving
- Quick learner
- Interpersonal and social skills
Timeline
Private Client Intern
Wintrust Financial Corporation
05.2025 - 08.2025
Commercial Banking Intern
Wintrust Financial Corporation
06.2024 - 08.2024
Accounting Intern
Middleby Marshall
06.2023 - 08.2023
Analytics Management Graduate Certificate - undefined
Northwestern University
Bachelor’s Degrees - Accounting and Finance
Illinois State University