Thore Wegner
Parkville,MO
Summary
Business Management graduate student with expertise in financial planning, sales, and strategic analysis. Demonstrates strong academic performance in MBA coursework alongside practical experience in portfolio management. Recognized for discipline and efficiency, consistently meeting professional objectives while managing the demands of collegiate athletics.
Overview
4
4
years of professional experience
Work History
Financial Consultant
tecis Finanzdienstleistungen AG
12.2022 - Current
- Designed personalized retirement plans to guide clients toward financial independence.
- Achieved sales growth by integrating comprehensive financial strategies tailored to client needs.
- Established enduring client relationships through consistent portfolio reviews and proactive engagement.
- Facilitated development and marketing of residential living spaces as strategic investment opportunities.
Intern Business Valuation
UBW Wegner
06.2025 - 08.2025
- Conducted data collection and market analysis to enhance accuracy of business valuation.
- Assisted in preparing company reports through in-depth market research to inform strategic decisions.
- Gained foundational knowledge of corporate assessment methodologies and financial auditing standards. of corporate assessment methodologies and financial auditing standards.
Intern Finance and Sales
tecis Finanzdienstleistungen AG
07.2022 - 11.2022
- Gained in-depth understanding of German financial market, investment funds, and regulatory compliance standards to inform strategic decision-making.
- Streamlined client meeting preparations and organized financial data, enhancing support for senior consultants in deal closures.
- Developed sales and negotiation techniques through intensive training, enabling effective identification of client needs.
Education
MBA - Master of Business Administration
Park University
Kansas City, Missouri, MO05-2028
Bachelor of Science - Business Management
Park University
Kansas City, Missouri, MO12-2026
High School Diploma -
CJD Christophorusschule Rostock
Germany 07-2023
Skills
- Holistic financial planning
- Investment strategy
- Sales and negotiation
- Market research
- Data interpretation
- Client relationship management
- Cross-cultural communication
- Microsoft 365 proficiency
Languages
English
Native/ Bilingual
German
Native/ Bilingual
Timeline
Intern Business Valuation
UBW Wegner
06.2025 - 08.2025
Financial Consultant
tecis Finanzdienstleistungen AG
12.2022 - Current
Intern Finance and Sales
tecis Finanzdienstleistungen AG
07.2022 - 11.2022
MBA - Master of Business Administration
Park University
Bachelor of Science - Business Management
Park University
High School Diploma -
CJD Christophorusschule Rostock