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

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Stephen Pinckney