I am a Junior at the University of Tennessee, Knoxville pursuing a degree in finance through the Haslam College of Business. I am a member of the UT investment group where I am able to network with other students and guest speakers. My organizational skills have helped lead me to be recognized on the Dean's List All 3 years of my collegiate career. I am currently focusing on my membership roles with my involvement at school and my courses, while also preparing myself for studying International Business while in Rome, Italy. There I plan to get experience in financial operations in a different country as well as immersing myself in a different culture for perspective. I am also currently looking for an internship for Summer 2025.
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Financial Planning InternLincoln Financial Network May 2024 - Aug 2024Napa, California, United States- Assisted with daily operations as needed within boutique financial planning practice servicing 150 clients and over $1.5B in assets under management- Created initial financial models in eMoney for new clientele consisting of assets, income and expense data- Developed cash flow analysis reports to track and report financial data for budgeting and financial modeling purposes- Collaborated with team members to facilitate account creation for new clientele- Audited beneficiary designations within over 500 IRA, TOD, and direct business accounts- Reworked company website using FMG Suite to represent Fusion -
ServerThe Estate Yountville May 2024 - Aug 2024Yountville, California, United States
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Special Operations SpecialistNapa Valley Adventist Retirement Estates Jun 2021 - Aug 2024Yountville, California, United States- Cultivated and honed interpersonal skills through daily engagement with residents and team members, fostering a collaborative work environment - Employed strong problem-solving and analytical skills by efficiently fulfilling work orders within designated timeframes, consistently meeting or surpassing posted deadlines - Elevated weekly project completion rates by 10%, enhancing operational efficiency
Austin Whitehead Education Details
Frequently Asked Questions about Austin Whitehead
What is Austin Whitehead's role at the current company?
Austin Whitehead's current role is University of Tennessee, Haslam School of Business | Finance.
What schools did Austin Whitehead attend?
Austin Whitehead attended University Of Tennessee, Knoxville, University Of Tennessee, Knoxville.
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1elon.edu
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Austin Whitehead
Former Hr Project Management Intern/Sto Data Internship Coordinator (Intern) @ Milliporesigma | Google Project Management Certified | Mba CandidateEast Longmeadow, Ma1snhu.edu -
Austin Whitehead
Salt Lake City, Ut3backcountry.com, whiteheadassociates.com, backcountry.com2 +170427XXXXX
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Austin Whitehead
Marine Veteran | Experienced Communications Officer | Strategic ThinkerAlpharetta, Ga
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