Mike Williams Email & Phone Number

Waltham, Massachusetts, United States

Boston, Massachusetts, United States

In my role as an intern at Baystate Financial, I helped identify inefficiencies in client 401Ks, savings plans, and insurance coverage. For this role, I became licensed to sell Life and Accident/Health insurance in the state of Massachusetts. Following my analysis with a joint work advisor, I offered advice on strategies and present recommendations to clients. Other duties also included facilitating client meetings and necessary material.

Boston, Massachusetts, United States

I oversaw various sectors as part of two $200,000 Suffolk University investment funds. After analyzing company financials, I created a discounted cash flow valuation model to forecast five years of future cash flows. Additionally, I valued companies in a price multiple and comparable analyses basis. In 2022, I was selected as top analyst for the Tremont Fund for my pitch recommendation on Lowe's Inc.

Gloucester, Massachusetts, United States

I was responsible for managing thousands of dollars each day in cash-only transactions. After closing time, the daily receipts were totaled and recorded with exemplary accuracy. Assistance was provided when needed in coordination with the Department of Public Works and lifeguards for any health or hazardous issues that occurred. New employees and supervisors were trained in collecting money, parking lot operations, and logistics.

I learned how to accurately balance a register and handle financial transactions. This experience helped me develop exceptional customer service and communication skills while interacting with thousands of customers. The company also provided training in loss prevention and merchandise control.

Boston, Massachusetts, United States

As a Teaching Assistant for the Sawyer Business School, I worked with freshmen students to help guide them to the adjustment of college. While working with the First-Year Experience students, I mentored by providing a student perspective and advice on how to succeed at the next level of education. In addition, I worked with a professor to help facilitate in-class activities and all necessary materials. Outside of the classroom, I offered one-on-one contact with students to help tutor on assignments as needed.

Bsba, Finance

Activities and Societies: Suffolk Historical Society (Member) Suffolk Finance & Investing Club (Member, President)Graduated with 3.91 GPA.

High School Diploma

Activities and Societies: JV/Varsity Basketball Team Junior Varsity Baseball Team