David Bartelt Email & Phone Number

Brookfield, Wi, Us

Waukesha, Wisconsin, United States

As a commercial credit analyst intern, my role entailed (a) analyzing financial statements and tax returns to evaluate the creditworthiness of clients; (b) analyzing appraisals and balance sheets to accurately determine collateral coverage of clients; (c) assisting in the construction of loan documents and presentations; (d) completing loan covenant testing and preparing default memos when needed; and (e) becoming proficient in commercial banking laws and regulations.

Brookfield, Wisconsin, United States

I worked at Kopp's Frozen Custard from January 1, 2020, until May 1, 2020. As a student, I worked part-time during the academic year and full-time during all academic breaks. Over the duration of my employment, I was charged with the following: (a) creating a high-quality custard product; (b) ensuring high customer satisfaction; (c) playing a key role in making sure business operations ran smoothly each day.

Oshkosh, Wisconsin, United States

As the elected President of the fraternity, my role entailed (a) serving the chapter as its chief executive; (b) leading an executive board of six additional men; (c) presiding over all weekly meetings; (d) working to create the best possible experience for every member.

Oshkosh, Wisconsin, United States

During my time as the Vice President of Finance, I was responsible for; (a) managing all collections and disbursements; (b) presenting a suitable budget for each fiscal year; (c) submitting all pertinent tax information in a timely manner.

Oshkosh, Wisconsin, United States

The Differential Tuition Finance Committee is responsible for allocating funding to certain university programs from a specific set of tuition fees. As a member of the Differential Tuition Finance Committee, I played a key role in the following: (a) participating in funding discussions with select university programs; (b) reviewing budgets in excess of one million dollars; (c) determining if funding changes needed to be made; (d) delivering the committee's results to school officials.

Oshkosh, Wisconsin, United States

Student Legal Services is a program is funded through student tuition which aims to provide cheap, high quality legal support to students across all three University of Wisconsin Oshkosh campuses. As director, I; (a) served on the Oshkosh Student Government Executive Board; (b) worked with an on-campus attorney to provide students with legal counsel; (c) assisted in the drafting of legal documents; (d) worked to recruit and train volunteers.

Bachelor Of Business Administration - Bba, Finance, General, Senior

Activities and Societies: Beta Theta Pi Fraternity Oshkosh Student Association

High School Diploma

Activities and Societies: Varsity Cross Country Varsity Track and Field