I am currently pursuing a Master's degree in Investment Management and Financial Analysis at Creighton University, building on my undergraduate background in Finance and Economics. I am involved in a variety of organizations on Creighton's campus including serving as Vice President and Executive Advisor for Creighton's Management Consulting Club and being a student manager of Creighton's Portfolio Practicum, a student-managed endowment fund. These roles reflect my passion for continuous learning and leveraging practical experience to enhance my skills.
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Account SpecialistLocktonSt. Louis, Mo, Us -
Student ManagerCreighton University Student Portfolio Aug 2024 - PresentManage $10 million student endowment fund, focusing on strategic investment and growth -
Vice President And Executive AdvisorManagement Consulting Club At Creighton University Jan 2022 - Present- Leadership of club for over 75 members; facilitate weekly executive team planning meetings- Assist in identifying speakers and consulting engagements for the club- Develop curriculum to train members on case study preparation -
Engagement LeadManagement Consulting Club At Creighton University Jan 2022 - Dec 2022- Led a team in researching and developing innovative solutions to complex problems for clients- Presented risk analysis and potential solutions to Fortune 500 management -
Risk InternLockton Jun 2024 - Aug 2024- Supported risk management analysis by evaluating and mitigating business risk- Assisted Transaction Advisory Practice team with private equity due diligence- Analyzed loss data and delivered data-driven conclusions to both the team and the client- Contributed to the development of a global RFP and participated in renewal strategy meetings- Presented key insights, achievements, and strategic suggestions to senior management -
Supervisor Trainee InternEnterprise Holdings May 2023 - Aug 2023- Converted and updated data into actionable insight to highlight to strategic stakeholders- Provided corporate customer support for business accounts- Assisted in organizing training materials along with creating videos and PowerPoint presentations -
Indirect Lending InternTogether Credit Union Jun 2022 - Aug 2022St Louis, Missouri, United States- Assisted Indirect Lending and Consumer Loan Servicing departments with dealer channel loans
Stephen Wheadon Education Details
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Investment Management And Financial Analysis -
Economics And Finance -
Chaminade College Prep School4.0
Frequently Asked Questions about Stephen Wheadon
What company does Stephen Wheadon work for?
Stephen Wheadon works for Lockton
What is Stephen Wheadon's role at the current company?
Stephen Wheadon's current role is Account Specialist.
What schools did Stephen Wheadon attend?
Stephen Wheadon attended Creighton University, Creighton University, Chaminade College Prep School.
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