Caleb Young Email & Phone Number

Indianapolis, IN, US

Bloomington, Indiana, United States

I 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.

Fort Wayne, Indiana, United States

One 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.

Ligonier, Indiana, United States

I 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.

Ligonier, Indiana, United States

I 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.

Ligonier, Indiana, United States

Superior 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.

Syracuse, Indiana, United States

Wawasee 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.

Finance, Accounting, And Entrepreneurship, Business, Senior

Activities and Societies: Charles Schwab Wealth Management Workshop & Phi Kappa Psi

Graduated

Activities and Societies: Varsity Soccer and Student Council