WILLIAM NEU
Salt Lake City
Summary
Personable and dedicated with strong aptitude for financial analysis and client relations. Well-versed in market trends and planning strategies, combined with proficiency in data analysis. Committed to delivering tailored financial solutions that enhance clients' financial and personal well-being.
Overview
1
1
year of professional experience
Work History
Financial Counseling Peer Mentor
University of Utah Financial Wellness Center
Salt Lake City, UT
05.2025 - Current
- Provided individualized financial advising to students, developing tailored financial action plans, and improving students' financial literacy skills.
- Facilitated peer-to-peer financial literacy workshops, enhancing student understanding of budgeting and debt management.
- Trained new peer mentors on best practices for advising, enhancing overall mentorship quality within the center.
Financial Counseling Peer Mentor (Internship)
University of Utah Financial Wellness Center
Salt Lake City, UT
01.2025 - 05.2025
- Shadow certified financial counselors during their advising meetings, assisting with creating budgets and financial planning strategies.
- Shadowed IRS Certified tax filers at the University VITA center.
- Participated in client outreach through tabling at on campus events.
Education
Economics BS - Minor in Financial Planning
University of Utah
05.2026
Skills
- TECHNICAL: Financial Planning, Financial Analysis, Budget Forecasting, Excel, Econometrics
- SOFT SKILLS: Financial Counseling, Collaborative Problem Solving, Emotional Intelligence, Communication, Empathy, Customer Service
Timeline
Financial Counseling Peer Mentor
University of Utah Financial Wellness Center
05.2025 - Current
Financial Counseling Peer Mentor (Internship)
University of Utah Financial Wellness Center
01.2025 - 05.2025
Economics BS - Minor in Financial Planning
University of Utah
Professional Features
Wrote an article for the Financial Wellness Center's monthly blog post: https://financialwellness.utah.edu/blog/posts/2025/october.php
Featured in a Wallethub Article: https://wallethub.com/edu/states-with-the-best-worst-budgeters/138069#expert=Liam_Neu