Walker Aldrige
Kansas City,MO
Summary
Disciplined Finance Intern pursuing opportunity to further studies and add to hands-on financial services experience. Accomplished at preparing quantitative data and producing client facing reports. Flexible and hardworking, eager to listen, learn and support superiors.
Overview
3
3
years of professional experience
Work History
Financial Planning Intern
NorthStar Wealth Navigation
05.2024 - 08.2024
- Created integrated financial planning books specific for each client meeting
- Generated various financial reports detailing individual and total portfolio performances over various time periods
- Created detailed financial planning guides for clients uniquely tailored to their financial journey
- Attended client meetings with advisors and associate advisors to assist with capturing current financial positions as well as future financial goals of clients
Accounting Intern
Panasonic Connect Professional Services
05.2023 - 08.2023
- Created quarterly and monthly closing entry files for various intercompany segments
- Created intercompany business division payroll files for biweekly and salary payroll cycles
- Created chargeback and invoice files to be sent to Panasonic headquarters in Japan
- Assisted with operational journal entries
- Created Excel files for analyzing KPIs for in house business divisions
- Communicated information effectively between business divisions and business segments
Line Cook and Driver
Guido’s Pizza
08.2021 - Current
- Assist in food preparation
- Manage customer orders
- Delegate tasks to coworkers
- Assist in management of back of house operations
- Deliver customer orders to their door
Education
Bachelor of Science in Business Administration - Finance
University of Central Missouri
Warrensburg, MO12.2025
Additional Information
Kitchen Cook and Driver
Guido's Pizza, Pleasant Hill, Missouri August 2022 - Present
Accomplishments
- Dale Carnegie Scholar
- Current Delta Chi Chapter Treasurer
- Former Delta Chi Chapter Risk Management
- 4x Dean's List
Affiliations
- Delta Chi Fraternity - University of Central Missouri
Timeline
Financial Planning Intern
NorthStar Wealth Navigation
05.2024 - 08.2024
Accounting Intern
Panasonic Connect Professional Services
05.2023 - 08.2023
Line Cook and Driver
Guido’s Pizza
08.2021 - Current
Bachelor of Science in Business Administration - Finance
University of Central Missouri
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