- Manage all financial tasks needed by the club in collaboration with the Student Services Incorporated (SSI)- Deliver budget presentations to University staff to enhance club efficiency - Overview group payroll and expenses through the business office

-Lead a team of Analysts from the WCU Investment Group-Synthesize and analyze research regarding current and prospective equity investments for the growth and value funds utilizing the Bloomberg Terminal

- Analyst for the Consumer Discretionary and Staples Sector- Utilize the Bloomberg Terminal to analyze prospective equities for the Value and Growth Fund- Collaborate with my sector to pitch equities in front of a 300-member group

-Guide our chapter meetings, ensuring everyone feels heard and valued, all while upholding our constitution and bylaws in mind.- Coordinate with our treasurer to navigate the financial status of the chapter along with creating a budget that will positively impact the chapter.- Listen and address our chapter's unique needs, working together to set clear goals, and making sure everyone has a role that suits their strengths.- Attend Alumni meetings as the face of our chapter, building connections, and creating opportunities for brothers.

• Utilized Morningstar investment software to analyze separately managed accounts• Supported the financial planning team to develop cash flow base financial plans• Attended client consultations, evaluated client needs, and listened to advisor-client communication