Summary
Overview
Work History
Education
Skills
Timeline
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Willa Brown

Raleigh,NC

Summary

Focused Finance Intern and Economics Student versed in researching issues and reconciling balance sheets. I am able to offer exceptional attention to detail, dynamic analysis skills and strong financial knowledge. I am eager to begin my career in the world of finance while using a detail-oriented mind yet friendly, adaptable approach.

Overview

2
2
years of professional experience

Work History

Wealth Management Intern

Financial Symmetry
08.2023 - 10.2023
  • Assisted financial planners with research and collecting data.
  • Generated reports based on cost-based research.
  • Supported department initiatives to gain understanding of industry culture and strategy.
  • Analyzed investment styles, markets and characteristics.

Accounting Intern

KNOWBIO
05.2023 - 08.2023
  • Assisted with month-end closing and reporting duties.
  • Completed closing and reporting functions and prepared journal entries.
  • Applied principles of accounting to analyze financial information and prepare financial reports.

Sigma Kappa COB Chair

Sigma Kappa
01.2022 - 01.2023
  • Maintained impartiality and objectivity during meetings and decision-making.
  • Planned recruitment and renewals of designated committees.
  • Led organization in setting goals and strategies.

Education

Bachelor of Science - Economics

North Carolina State University
Raleigh, NC
05.2024

Skills

  • Investment Consulting and Planning
  • Proficiency in SAS Coding
  • Proficiency in Microsoft Excel

Timeline

Wealth Management Intern

Financial Symmetry
08.2023 - 10.2023

Accounting Intern

KNOWBIO
05.2023 - 08.2023

Sigma Kappa COB Chair

Sigma Kappa
01.2022 - 01.2023

Bachelor of Science - Economics

North Carolina State University

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Willa Brown