Mike Buck Email & Phone Number

Charlotte, Nc, Us

Harrisburg, Pennsylvania, United States

- Create various quarterly, monthly, and daily reports of client portfolios to submit to our sales and client services team to best support them in providing top-tier information about their performance with PFM Asset Management, a division of U.S. Bancorp Asset Management. Inc. - Perform various ad-hoc tasks including performing cash-flow analysis, earning projections, accounting reports (GASB), Investment Policy Reviews, and more for a variety of project and relationship managers to maintain compliance and client rapport.- Attend client meetings with Relationship Managers to help interpret the various reports we send to clients and address any issues our clients have based on unique projects presented to us. Ultimately, helping clients get onboarded and maintain existing relationships. - Lead a small group of development analysts called the “WCIB Navigators” based on networking with executive leaders within the organization, expanding our knowledge on WCIB, and getting a better understanding of the “ONE USBANK” Initiative. Helping design a semi-interactive early careers framework for new hires to envision their own career path at U.S. Bancorp.

Charlotte, North Carolina, United States

Corporate Trust Management - Product Operations - Corporate/Municipalities• Help manage corporate and municipal trust accounts managing account information and holdings. Provided needed help to my team and contributed by verifying accuracy and timeliness to different transactions processed.

Charlotte, North Carolina, United States

• Coordinate with VITA professionals in getting accounting students and BAP members certified to perform personalized tax returns for low-income persons with disabilities, the elderly and limited English speaking residents.

Charlotte, North Carolina, United States

• Provide guidance and assistance for high-achieving finance students to network with finance professionals.• Professionals included: US Bancorp, Venture Capital Firm: Revtech Labs, Redstone Equitys, Sunbelt Rentals, Bank of America, Regions Bank, UNCC Mathmatical Finance Program, First Citizens Bank, and more!

United States

• Build from scratch a digital mentorship program. Giving students the opportunity to reach out to industry professionals and learn how to network digitally.• Setup an alumni panel, helping students meet in person industry professionals who came from UNCC/BAP. To show how students can take their experience now and apply it going forward.• Take charge of a new innovation to BAP called the BAP Newsletter and implement it quarterly.

Charlotte, North Carolina, United States

Create from scratch, coordinate, and lead the first ever leadership simulation with Bank of America at UNC Charlotte! Collaborating with UNCC Alumni and Bank of America Leaders, I coordinated with over 60 students in the Belk College of Business to take the initiative to develop their leadership skills first hand. I coordinated 2 simulation scenarios that took 5 minutes for briefing, 45 minutes of running the simulation, and 5 minutes for feedback. The first simulation was on dealing with CYBER ATTACKS IN A WORLD FULL OF AI and the second simulation was on FIXING WIDE-SCALE FRAUD. Every student held executive titles and collaborated with Bank of America professionals to build upon their success. Ultimately, after students feedback, students learned about time management, effective delegation, communication between middle managers and staff level employees, and strategic thinking.For more details, please contact me through LinkedIn, I would love to provide this type of opportunity for other universities going forward!***These simulations were purely for educational purposes***

Charlotte, North Carolina, United States

• Work face-to-face with subprime borrowers to help them with their financial goals and see what is the best possible product for them. Providing needed relief for my manager, my team, and personally underwrite over $100,000 in personal loans for my community.• Work with 2 different regional finance managers to understand what it takes to run their own branch so that it would greatly increase my own managerial skills myself.

Charlotte, North Carolina, United States

• Lead my own project creating a Sharepoint for Risk and Compliance. Which continued into multiple areas in EPS such as Threat Intelligence, Energy Systems Control Center, Agency Services Operations, and Executive Protection. Helping manage the flow of documentation of CII (Critical Infranstructure Information).

Charlotte, North Carolina, United States

• Experienced extensive leadership training built to create an effective officer in the Air Force. Participated in color guard events and specilized detachment competitions involving teamwork and collaboration.• Rotated leadership positions weekly to experience different roles, types of pressure, and the opportunity to adapt quickly.

Master Of Science - Ms, Finance

Deans Scholarship Recipient CFA Affiliated Courses: M&A, Accounting and Financial Reporting, Investments, Entrepreneurial Finance.

Bsba, Finance, Finance/Accounting Joint Concentration | Minor In Oscm, Mis, And International Management, Cum Laude

Activities and Societies: Beta Alpha Psi, Future Leaders of Accounting, Association of Supply Chain Management, Investment Club, AFROTC.

High School Diploma, Theatre/Theater, 4.0

Activities and Societies: Hopewell Headliners, Treasurer of my International Society Troupe, Musicals, All-State and All-County Choir.