Caleb Young Email and Phone Number
As a senior at the Kelley School of Business, I am pursuing majors in Finance, Accounting, and Entrepreneurship. Academically, I am a Hutton Honors student, motivated with determination and passion for my education and career success. I am an individual who capitalizes on the strengths of team members, delivers innovative and new solutions, and is adaptable to change. I am looking to strengthen my financial knowledge in any aspect and will dedicate myself to learning anything proactive within the financial industry. I am a distinctive leader with a drive towards bettering others while also for success.I am looking for jobs in the financial services industry in any location in the United States. I have a high level of understanding of Excel from classes such as Honors Computers in Business (K204) and Technology & Business Analysis (K303). I have completed Financial Accounting (A304), Managerial Accounting (A306), Intermediate Financial Accounting (A311), Cost Accounting (A325), and Intro to Finance (ICORE) thus far in my collegiate journey. With the urge and passion to strengthen my financial skills, I am in the Financial Services Club, the Financial Planning Association, and the Charles Schwab Wealth Management Worksop.Recently I have secured my Securities and Industry Essentials (SIE) certification. This was the next step forward that I have taken to strengthen my knowledge and passion for the financial services industry. I am seeking new opportunities to strengthen my knowledge such as the SIE continuously throughout my journey.
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Business Intelligence AnalystToyota Material Handling North AmericaIndianapolis, In, Us
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Charles Schwab Wealth Management WorkshopIndiana University - Kelley School Of Business Nov 2021 - PresentBloomington, Indiana, United StatesI was accepted into the workshop as 1 of 39 students who want to pursue private wealth management and went through a competitive application process. The overall goal of the workshop is to prepare its members to be ready to take the CFP upon graduation. We have weekly meetings that entail learning about common topics, and market trends, we also compete in case competitions and more.- Attended weekly meetings focusing on topics such as networking, relationship management, portfolio allocation, etc.- CFP Board certified program that allows members to be eligible for the CFP upon graduation -
Sales & Marketing InternOne Resource Group Jun 2024 - Aug 2024Fort Wayne, Indiana, United StatesOne Resource Group is a BGA & RIA that deals in life insurance, disability insurance, long-term care, annuities, and wealth management. I learned the ins and outs of insurance, annuities, and wealth management during my time at ORG. I was managing and maintaining relationships with agents and clients to promote business and further benefit clients of all kinds.- Coordinated & hosted meetings amongst agents to consult them with their insurance & marketing needs while finding their most optimal tactic- Attended weekly meetings to gain further insight into annuities as well as the framework of the RIA division of the business- Explored options to extend business opportunities with a new product offering “Employee Retention Plan” which allows businesses to save on their FICA taxes under the Affordable Care Act and allows employees to gain additional benefits -
Accounting/Consulting InternSuperior Coatings Jun 2023 - Aug 2023Ligonier, Indiana, United StatesI continuously worked through QuickBooks and create reports analyzing the company's multiple divisions. Upon completion of QuickBooks for each week, I have begun and continued to improve online sales and market reach of the powder-coated table tops division.- Maintain, analyze, and categorize all transactions/expenses coming in and out of the company through QuickBooks software- Create financial reports regarding the expenses and revenues of company subdivisions including divisions such as painting, powder-coating, sublimation, the screw line, maintenance, and the office/management - Undertook the implementation of online sales for powder-coated and sublimated tabletops on Etsy and Wayfair to increase sales and market reach -
Finance InternSuperior Coatings May 2022 - Aug 2022Ligonier, Indiana, United StatesI worked on some of the financial problems occurring within the business structure of Superior Coatings including profit and loss analysis for many different situations in both of the areas that the business outputs products.- Generated Excel spreadsheets analyzing the potential profits or losses of powder-coated screws- Analyzed the profitability and potential loss of painting recreational vehicle caps based on the median quantities produced each week and market price predictions - Oversaw Employee Retention Credit filings from wages paid during the COVID-19 pandemic
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Project Management InternSuperior Coatings Oct 2018 - Aug 2021Ligonier, Indiana, United StatesSuperior Coatings is a new upcoming business in the recreational vehicle industry that requires floor management and project managers. These tasks are a primary key to the company because they are improving immensely from the first stage ideas.- Learning floor management skills by shadowing and observing the manager to understand the functions of factory management- Observing and improving operational procedures and functions throughout a factory to gain an understanding of how to do these tasks- Obtaining knowledge of how warehouse operations function in certain scenarios and problems through observation
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Camp LeaderWawasee Yacht Club Jun 2015 - Jul 2020Syracuse, Indiana, United StatesWawasee Yacht Club is an organization that teaches children and teenagers how to sail and maneuver a sailboat. The camp leader is the most skilled instructor and has the responsibility to run the classes and teach children most of their knowledge of sailing.- Insctucted, taught, and managed 25-30 children ages 8-17 for 6 hours a day, throughout 2 different 3-hour classes - Managed team members throughout the day to have 20+ sailboats ready to go by the arrival time of 9 AM for the children and taken apart by 4 PM- Planned and organized daily schedules of activities and problem-solving skills required or when the wind is not as forecasted
Caleb Young Education Details
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Graduated
Frequently Asked Questions about Caleb Young
What company does Caleb Young work for?
Caleb Young works for Toyota Material Handling North America
What is Caleb Young's role at the current company?
Caleb Young's current role is Business Intelligence Analyst.
What schools did Caleb Young attend?
Caleb Young attended Indiana University - Kelley School Of Business, Wawasee High School.
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