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
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
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
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