Hello! I am an undergraduate student currently enrolled at the University of Colorado at Boulder presently pursuing a bachelor's degree in business administration with emphases in finance and leadership. Now in my third year at Leeds, I have found myself investing in the school's growing Personal Financial Planning Program where I am preparing myself to take the CFP Exam in 2025. Additionally, I am aiming for a global business certificate. I found this path, because I not only enjoy the thought of helping people manage their money; I also want to ensure those same people are comfortable throughout the many milestones that are ahead of them. At the same time, I am interested in the countries of the world and how business is conducted within their engrossing cultures. Prior to my time at Leeds, I was enrolled at the Colorado School of Mines pursuing a bachelor's degree in mechanical engineering before I transferred to CU Boulder two semesters later to instead undertake a business degree. Even though my time at Mines was rough, I felt it was a learning experience that taught me the path the I truly wanted to travel, that being the field of business.Since then, it’s already been over three years since I transferred to CU Boulder and two since I’ve been enrolled at Leeds. Even though I’ve learned so much in such a short time, there’s definitely still room for me to grow and I only look forward to the opportunities that will present themselves in the near future.
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Financial Planning InternImpact Wealth May 2024 - Aug 2024Boulder, Colorado, United StatesImpact Wealth is a local business situated in Boulder, Colorado, and provides financial services in the form of financial advisory and planning. Impact Wealth supports clients with a variety of financial needs whether it be retirement planning, estate planning, or general advice; those clients being families, business owners, and entrepreneurs.I found myself working at Impact Wealth over the summer as an intern where I gained exposure to the many avenues a financial planner may find themselves traveling. - Shadowed a financial planner at the firm and participated in the creation and formatting of a variety of models, maps, and allocations. - Sat on meetings with clients and wholesalers, as well as on meetings relating to client planning and various financial products with other institutions.- Worked with software such as Excel and eMoney, formatting client profiles, designing calculators, and consolidating client data. -
Summer Abroad InternSoa & Associates Jun 2023 - Jul 2023Brixton, London, United KingdomSOA & Associates is a local business situated within London in Brixton. The firm provides financial and accounting services in the form of taxes, financial advisory, payroll services, and the sorting of transactions and budgets for firms and individual clients. SOA is connected to many local and medium-sized businesses throughout London, the firm having a distinctly large amount of clientele among healthcare agencies.I found myself interning at such a business by participating in an 8-week abroad program called a global seminar provided by CU Boulder at Leeds.- Created and formatted tax statements, profit-loss reports, self-assessments, and flexed budgets for both individual clients and firms - Used accounting softwares such as Castaway Forecasting, Sage, and Hammock to organize and record client transactions - Completed daily tasks at the request of coworkers and supervisor, which was the case for most of the work that was given to me during my internship
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Busser At The Post | LafayetteBig Red F Restaurant Group May 2022 - Aug 2022Lafayette, Colorado, United StatesA Summer job.The Post Chicken and Beer is a popular establishment with many locations throughout many locations in Colorado such as Longmont, Lafayette, and Boulder. The Post is one of many reputable restaurants belonging to the Big Red F Restaurant Group alongside other establishments like Jax Fish House & Oyster Bar, West End Tavern, and Centro Mexican Kitchen. - Developed strong customer service skills within a busy, high-volume environment often at full capacity- Worked the front-of-house supporting floor staff by resupplying materials for bartenders, expediters, and servers- Aided hosting and serving staff by cleaning, setting, and washing over forty tables with a capacity upwards of one hundred and fifty people
William Irish Harrigan Education Details
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Bachelor'S Degree -
Mechanical Engineering -
High School Diploma
Frequently Asked Questions about William Irish Harrigan
What is William Irish Harrigan's role at the current company?
William Irish Harrigan's current role is University of Colorado Boulder Undergraduate | Graduating May of 2025 | Leeds Honors Program | Bachelor's Degree in Business Administration with emphases in finance and leadership | Personal Financial Planning Program.
What schools did William Irish Harrigan attend?
William Irish Harrigan attended University Of Colorado Boulder - Leeds School Of Business, University Of Colorado Boulder, Colorado School Of Mines, Peak To Peak Charter School.
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