Josh Dewitt Email & Phone Number

Westlake, Texas, United States

Southlake, Texas, United States

A Client Account Services Principal is a back-office operations role responsible for reviewing and approving account registration changes. In order to operate as a principal for Client Account Services, associates must pass the Series 24 and Series 4 qualification exams. On a daily basis a principal utilizes written procedures to analyze client requests.

Fort Worth, Texas, United States

A Financial Services Representative is the first person clients interact with when calling TD Ameritrade for assistance on their account(s). For this role associates go through an initial 3-month training period in which study time is provided for the Series 7 and Series 63 licensing exams. After passing the licensing exams there is a two-week training.

Stillwater, Oklahoma, United States

The O'Colly is the student-run newspaper for the Oklahoma State University campus community. Worked as a Distributor during my senior year at Oklahoma State University.As a Distributor I delivered a total of 1,100 student-produced newspapers to 23 locations on campus. Completed my route every Monday, Wednesday, Friday between 5:00AM and 8:00AM. Recycled.

Flower Mound, Texas, United States

Held the Operations Associate position periodically when I was home from school in the summers/holidays. Contributed to the support team in order to execute the door-to-floor strategy, which efficiently transported merchandise from the stockroom area to the sales floor. Maintained store standards by updating pricing/signing information and rearranging.

Frisco, Texas, United States

• During my summer internship I gained valuable experience learning about the responsibilities and functions of an accounting department for a major sports organization. Over the course of the summer I worked closely.
• Assisted senior/staff accountants with the reconciliation of intercompany accounts.
• Input game info / created jobs for 2016-2017 season in Microsoft Dynamics NAV.
• Digitized various accounts payable documents such as W9 forms and invoices.
• Entered department budgets into Excel and uploaded them in the accounting system.
• Manipulated ‘Game by Game Budget’ file to be better used for future seasons.

Stillwater, Oklahoma, United States

As a Teaching Assistant I assisted with the instruction of a class of about 25 College Algebra students. My responsibilities included attending daily class lectures throughout the week to observe any course material students were having difficulty learning. Instructed class on my own during discussion section meetings every Tuesday, Thursday. Discussion.

Flower Mound, Texas, United States

Worked as a Sales Associate at JC Penney after school and on weekends during my senior year at Marcus High School. As a Sales Associate I provided customer service to those needing any help on the sales floor. Maintained the overall appearance of the sales floor in my department during my shift, and helped touch up the store as a whole when closing..

Bachelor’S Degree, Financial Mathematics, 3.86

Activities and Societies: Pi Mu Epsilon (National Chapter), Pi Mu Epsilon (OSU Math Club), Sports Management Club, Economics Society, Phi.

High School

Activities and Societies: Marcus Marauder Basketball Program