Work History
Education
Skills
Volunteer
Activities
Accomplishments
Timeline
Generic

Stephen Pinckney

Fort Worth,TX

Work History

Wealth Management Intern

Peacefield Wealth Management
05.2022 - 08.2022
  • Conducted administrative functions based on guidance from and needs of financial advisory boss.
  • Constructed cash flow projections for high net worth clientele.
  • Generated reports based on cost-based research.
  • Assisted financial planners with research and collecting data.
  • Analyzed investment styles, markets and characteristics to make proper adjustments
  • Assisted clients with preparing financial plans, conducting investment research, and completing trades and transactions to assess and meet financial goals.

Education

Bachelor of Science - Personal Financial Planning

Texas Tech University
Lubbock, TX
12.2024

Minor - Human Resource Development

Texas Tech University
Lubbock, TX
05.2024

Skills

  • eMoney Certified
  • Skilled with MoneyGuidePro
  • Skilled with Redtail
  • Cash flow analysis
  • Strong math skills
  • Skilled in SolidWorks
  • Quick learner
  • People-oriented
  • Communication skills

Volunteer

  • Volunteer Income Tax Assistance Program, Lubbock 2022
  • New Member Educator, Texas Tech SAE Fall 2021
  • South Plains Food Bank 2021
  • UMC Children's Hospital, Holiday Decorator 2020
  • Religious youth volunteer, participated in events at Senior Living Center, including: playing Bingo with senior residents, helped set up church for Our Lady of Guadalupe festivities
  • Helped pack meals for the hungry at the Tarrant Area Food Bank and Feeding Children Everywhere, helped teachers organize classrooms

Activities

  • Texas Tech SAE (Fall 2019-2023)
  • National Honor Society (2016-2019)
  • Paschal High School baseball (2015-2019)
  • Select baseball teams (2013-2019)
  • Future Business Leaders of America (2018-2019)
  • Religious Youth Group (middle school -2019)

Accomplishments

  • Dean's Scholarship recipient (Texas Tech, 2021)
  • Amon Carter Foundation scholarship (Texas Tech, 2019-21)
  • Presidential Scholarship (Texas Tech, 2019-2020)
  • Academic Sweatshirt Scholar Program recipient, Fall 2017 (Fort Worth school district)
  • Athletic A-B Honor Roll recipient ( 2016, 2017)

Timeline

Wealth Management Intern

Peacefield Wealth Management
05.2022 - 08.2022

Bachelor of Science - Personal Financial Planning

Texas Tech University

Minor - Human Resource Development

Texas Tech University

Similar Profiles

  • Sidharth Navarkhele

    Sidharth NavarkheleSidharth Navarkhele

    Assistant Manager at 360 One Wealth And Asset Management (formally Known As IIFL Wealth And Asset Management )Assistant Manager at 360 One Wealth And Asset Management (formally Known As IIFL Wealth And Asset Management )

  • Janhavi YADAV

    Janhavi YADAVJanhavi YADAV

    Senior Preferred Relationship Manager at Nuvama Wealth Management (Formerly Known As Edelweiss Wealth Management)Senior Preferred Relationship Manager at Nuvama Wealth Management (Formerly Known As Edelweiss Wealth Management)

  • Kalpesh Khatavkar

    Kalpesh KhatavkarKalpesh Khatavkar

    Business Analyst Manager at Nuvama Wealth formerly known as Edelweiss Wealth ManagementBusiness Analyst Manager at Nuvama Wealth formerly known as Edelweiss Wealth Management

  • Dominic Kipkoech Kigen

    Dominic Kipkoech KigenDominic Kipkoech Kigen

    Teacher at Windle International KenyaTeacher at Windle International Kenya

  • Tammie Oxford

    Tammie OxfordTammie Oxford

    Medical Assistant at We Care ClinicMedical Assistant at We Care Clinic

CREATE PROFILE
Stephen Pinckney