I'm currently a junior studying Finance at Wake Forest University. I'm also a double minor in Economics and German. I would describe myself as a highly motivated and analytical student with a passion for the financial services and private markets industries. I've gained invaluable information through my educational and professional experiences that provide me with a strong understanding of financial analysis, risk management, and client relations. These skills drive my passion for financial analytics and a career in corporate finance or financial services. I am eager to leverage my skills and knowledge to contribute to the success of a dynamic financial institution.I work best in a fast paced environment where I can either work directly with clients or collaborate with colleagues to deliver creative and innovative business solutions. This informs my professional goals, as I aim to work at firms specializing in private markets.As I continue pursuing opportunities in finance, I look forward to learning and growing within an ever-evolving industry.
Wake Forest University Athletic Department
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Operations AssistantWake Forest University Athletic Department Aug 2022 - PresentWinston-Salem, North Carolina, United States• Collaborated with four coworkers to create and maintain a schedule of events for players, coaches, and staff, keeping operations organized• Plotted player, coach, and staff data through spreadsheets related to daily practices and weekly games to ensure easy access and analysis of program information
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Private Wealth Management Summer InternUbs May 2024 - Aug 2024Indianapolis, Indiana, United States• Generated $120k+ in production opportunity by reevaluating a $250 million book of business• Created $2 million in added production opportunity on an $800 million team book of business by researching alternative portfolio weighting • Organized and facilitated 24+ client meetings and presentations, building client relations and communicating investment options • Streamlined data analysis and teamwork through development of detailed financial reports and… Show more • Generated $120k+ in production opportunity by reevaluating a $250 million book of business• Created $2 million in added production opportunity on an $800 million team book of business by researching alternative portfolio weighting • Organized and facilitated 24+ client meetings and presentations, building client relations and communicating investment options • Streamlined data analysis and teamwork through development of detailed financial reports and spreadsheets Show less -
Summer InternPerformance Services May 2023 - Aug 2023Fishers, Indiana, United States• Digitized, organized, and protected over 75 years of data regarding K-12 public school building blueprints and financial records, enabling future analysis and storage• Handled the planning of production tasks and timeline setting, communicating strongly and collaborating with two coworkers to ensure the proper digitization and storage of 10+ terabytes of data• Conducted general operations such as physical storage and organization of items supporting a $133 million revenue… Show more • Digitized, organized, and protected over 75 years of data regarding K-12 public school building blueprints and financial records, enabling future analysis and storage• Handled the planning of production tasks and timeline setting, communicating strongly and collaborating with two coworkers to ensure the proper digitization and storage of 10+ terabytes of data• Conducted general operations such as physical storage and organization of items supporting a $133 million revenue business Show less -
Sales AssociateAmerican Eagle Outfitters Inc. Feb 2022 - Jun 2022Noblesville, Indiana, United States• Built a positive client-business relationship through helpful suggestions and consultation with clothing fit and styles• Initialized and executed clothing, gift card, and credit card sales directly with the customer
John Latimer Education Details
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Junior -
Core 40 With Academic Honors
Frequently Asked Questions about John Latimer
What company does John Latimer work for?
John Latimer works for Wake Forest University Athletic Department
What is John Latimer's role at the current company?
John Latimer's current role is Student at Wake Forest University | Finance Major | Economics & German Minor | Leader, Analytical, Detail-Oriented.
What schools did John Latimer attend?
John Latimer attended Wake Forest University School Of Business, Wake Forest University, Fishers High School.
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