I’m a finance student at BYU’s Marriott School of Business with a passion for using financial insights to solve real-world business challenges. Through my internships and work experience, I’ve developed skills in financial analysis, strategic planning, and customer relationship management.At Ashby Management Group, I learned how to analyze complex financial data, lead teams, and implement solutions that drive growth. My time at Wells Fargo as a bank teller taught me the importance of customer service, attention to detail, and how financial products can be used to meet client needs while supporting business objectives.These experiences have deepened my understanding of finance and helped me become adaptable, communicative, and proactive in problem-solving. I’m excited to continue growing and connecting with professionals who share my passion for finance and business development.Let’s connect!
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Fund AnalystAlter DomusProvo, Ut, Us -
Manager Of Data AnalyticsAshby Management Group May 2024 - Aug 2024Sandy, Utah, United States
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Spanish InstructorThe Church Of Jesus Christ Of Latter-Day Saints Jun 2023 - Jun 2024Provo, Utah, United StatesIn my current role as a Spanish Instructor at the Church of Jesus Christ of Latter-day Saints in Provo, UT, since June 2023, I have played a pivotal role in enhancing the language-learning experience.I systematically verified the proficiency level of 58 students, leading to the redesign and optimization of the class curriculum for a more tailored and effective learning process.Additionally, I pioneered innovative methods for teacher and student supervision over a 6-week period, contributing to a more engaging and collaborative educational environment.Notably, my efforts have resulted in achieving a commendable 66% intermediate fluency level across the Spanish Department, underscoring my commitment to fostering language proficiency and excellence in teaching.* Verified proficiency level of 58 students to redesign and optimize class curriculum* Pioneered innovative methods for teacher and student supervision over a 6-week period* Attained a 66% intermediate fluency level across the Spanish Department -
Commission Sales AssociateErc Specialists Mar 2023 - Jun 2023Provo, Utah, United StatesAs an ERC Specialist based in Kansas, USA, during my contracted role as a Sales Representative from March to June 2023, I successfully advocated tax services to 254 potential clients, securing an impressive $436,000 in Employee Retention Tax Credits.With a focus on providing exceptional sales service, I developed a technical understanding of six services, demonstrating a high level of professionalism.Notably, I achieved the recognition of the highest selling rookie for three consecutive weeks, showcasing my dedication, adaptability, and quick learning ability.My contributions went beyond meeting expectations, consistently delivering outstanding results and positioning me as a valuable asset to the sales team, contributing significantly to the organization's success. Advocated tax services to 254 potential clients, securing $436,000 in Employee Retention Tax Credits Provided exceptional sales service by establishing a technical understanding of 6 services Achieved highest selling rookie for a consecutive 3 weeks -
Bank TellerWells Fargo Oct 2021 - May 2023Spanish Fork, Utah, United StatesIn my capacity as a Bank Teller at Wells Fargo Bank in Spanish Fork, UT, from November 2021 to April 2023, I played a key role in promoting customer engagement and loyalty.Through effective communication and product knowledge, I successfully promoted eight new products, enhancing the overall customer experience.Additionally, I demonstrated strong financial management skills by overseeing multiple accounts with balances exceeding $1,000,000 USD.My responsibilities included handling cash transactions totaling 15.5 million dollars over the complete duration of my role, showcasing a high level of trust and accuracy in financial transactions. Promoted 8 new products, contributing to customer engagement and loyalty Managed multiple accounts, overseeing balances exceeding $1,000,000 USD Handled cash transactions totaling 15.5 million dollars over complete duration
Joshua R. Spackman Education Details
Frequently Asked Questions about Joshua R. Spackman
What company does Joshua R. Spackman work for?
Joshua R. Spackman works for Alter Domus
What is Joshua R. Spackman's role at the current company?
Joshua R. Spackman's current role is Fund Analyst.
What schools did Joshua R. Spackman attend?
Joshua R. Spackman attended Brigham Young University, Maple Mountain High School.
Who are Joshua R. Spackman's colleagues?
Joshua R. Spackman's colleagues are Ritchie Chetty, Drew Hunter, Jamie Thompson, Heidi Emsweller, Jamie Mcduell, Amanda Donohue Fca, Brian Tas.
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