Creighton University Student Portfolio Analyst
Current- Large-cap core securities - Value investing principles - Primary responsibility over the Financials: Insurance sector- CUSP LinkedIn Student Manager
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Grant Willis is listed as Finance & Technology and Business Intelligence & Analytics at Creighton University at Creighton University Student Portfolio, based in Kansas City Metropolitan Area, United States. AeroLeads shows a matched LinkedIn profile for Grant Willis.
Grant Willis previously worked as Creighton University Student Portfolio Analyst at Creighton University Student Portfolio and Bartender at Brookridge Golf & Fitness. Grant Willis holds Bachelor'S Degree, Finance And Technology, Business Intelligence Analytics, 4.0 from Creighton University.
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I am a senior at Creighton University in the Heider College of Business. I am pursuing a BSBA in Finance & Technology and Business Intelligence & Analytics (FinTech & BIA) and could not be more excited to see the places I will go with these unique fields of study. I am passionate about innovative opportunities and approaches revolving in these spaces, and have past experience working in Data Analytics, Corporate Finance, FinTech Product Development, and Commercial Insurance.This academic year, I will be a Creighton Foundation Portfolio Practicum Student Manager with primary responsibility over the Insurance sector of the fund.In the future, I hope to be a part of a company and/or team that is focused on continuous improvement, community involvement, and doing high-quality work that positively impacts others every day.
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Omaha, Nebraska, United States
- Large-cap core securities - Value investing principles - Primary responsibility over the Financials: Insurance sector- CUSP LinkedIn Student Manager
Kansas City, Missouri, United States
- Worked collaboratively with four other interns and individually developed 20+ reports using Microsoft Power BI for a summer-long capstone project.- Built a comprehensive understanding of Lockton's business model through networking with various individuals across several departments.- Participated in Talent Development sessions and Commercial Insurance discussions during robust intern programming, involving executives, unit leaders, and other Associates.
Omaha, Nebraska, United States
- Seminar in Finance: FinTech Product Development Practicum - Two part engagement: for credit course and intern role at First National Bank of Omaha's subsidiary: Milli.- Analyzed customer support channels to identify pain points, build empathy for customers, provide recommendations, and create user stories revolving around core products.
Rome, Latium, Italy
Spent a semester abroad in Rome, Italy, in which I broadened my horizons, immersed myself in local Italian culture, and travelled the world at any possible opportunity.Took courses in International Business, Business Ethics, Leadership Skills, Introductory Italian, and Roman History.
Omaha, Nebraska, United States
- Effectively managed several receivable accounts relating to freight and non-freight invoicing across an array of business units and classifications.- Regularly analyzed account management processes and identified opportunities for efficiency gains and improved customer experience.- Independently conducted audits of thousands of approval forms and invoicing data, focusing on those past due, resulting in the successful capture of over $1.5 million in open highly aged receivables.- Implemented a tracking and documentation system to monitor progress, identify successful strategies, and refine approaches for continuous improvement in various job specific functions.
Omaha, Nebraska, United States
- Monitored 100+ members' grade point averages, undergraduate and pre professional endeavors, routine study hours, and new member academic education curriculum- Founded the Adam Carroll Selfless Leadership Scholarship, funded by the Sigma Alpha Epsilon Foundation- Awarded Scholarship Chapter of the Year by Creighton Fraternity and Sorority Life while actively holding the chair position
Omaha, Nebraska, United States
Tracked attendance to weekly chapter meetings and other events, educated others on the bylaws of the fraternity, and conducted judicial hearings for brothers who have violated fraternity policies.
Omaha, Nebraska, United States
Educated the new member class for the Fall semester of 2022 the ways of Alpha Kappa Psi for the Delta Pi chapter.
Mission, Kansas, United States
- Performed typical data analytic responsibilities including company research and verification, CRM cleaning and maintenance, and list building for buy-side M&A- Collaborated with employees and other interns on a wide variety of problems, scheduled meetings, provided input and solutions on active engagements as well as prospective clients of the firm- Lead the development of a virtual internship program that sources out of Creighton University that includes positions in data analytics, investment banking, and marketing
Omaha, Nebraska, United States
Organized, planned, and implemented the recruitment cycle for the Delta Pi chapter of Alpha Kappa Psi for the Spring semester of 2022.
Overland Park, Kansas, United States
Facilitated the flow of business with co-workers, members, and superiors.
Activities and Societies: Alpha Kappa Psi Professional Co-Ed Business Fraternity Sigma Alpha Epsilon Fraternity New Student Orientation.
Activities and Societies: National Honor Society, Varsity Football, Varsity Rugby Captain
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Grant Willis works for Creighton University Student Portfolio.
Grant Willis is listed as Finance & Technology and Business Intelligence & Analytics at Creighton University at Creighton University Student Portfolio.
Grant Willis is based in Kansas City Metropolitan Area, United States while working with Creighton University Student Portfolio.
Grant Willis has worked for Creighton University Student Portfolio, Brookridge Golf & Fitness, Lockton, Sigma Alpha Epsilon Fraternity, and Milli Bank.
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Grant Willis holds Bachelor'S Degree, Finance And Technology, Business Intelligence Analytics, 4.0 from Creighton University.
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