Stephen Wynne

Stephen Wynne Email and Phone Number

Financial Planning Intern @ Ko-Advisors LLC
Ohio, United States
Stephen Wynne's Location
Hinckley, Ohio, United States, United States
About Stephen Wynne

As a senior finance student at the University of Cincinnati, I am driven by a passion for finance and a commitment to continuous learning. My journey through college has been enriched by diverse experiences that have shaped my understanding of the financial world and sharpened my professional aspirations.Before transferring to the University of Cincinnati, I was a college athlete at Ashland University, where I developed discipline, teamwork, and leadership skills that have been invaluable in both my academic and professional pursuits.My internships have provided me with a broad perspective on finance. At MobilityWorks, I collaborated with a seasoned FP&A team, contributing to critical analyses that streamlined processes and supported strategic planning. I assisted with month-end budgets, forecasts, and updates, and engaged in tasks such as updating financial reporting plans, conducting variance analyses on balance sheet expenses, optimizing inventory management using data analysis tools like pivot tables and histograms, and enhancing payroll and commission management systems. Balancing multiple time-sensitive assignments taught me to prioritize effectively and deliver results that advanced the team's objectives.Working alongside my father at his Registered Investment Advisor firm offered me firsthand exposure to wealth management. I researched optimal portfolio diversification tailored to individual clients and learned the nuances of client relations and personalized financial advising.Currently, I am exploring the path that best aligns with my strengths and interests—whether it's securing another internship in FP&A or pursuing wealth management by obtaining FINRA Series 7 or Series 66 licenses. My diverse background equips me with a unique perspective, and I am eager to leverage my skills to make a meaningful impact in the finance industry.I am actively seeking opportunities that will allow me to continue growing professionally and contribute to the field of finance. If you're looking for a dedicated and versatile individual with a strong foundation in finance and real-world experience, I'd love to connect.

Stephen Wynne's Current Company Details
Ko-Advisors LLC

Ko-Advisors Llc

View
Financial Planning Intern
Ohio, United States
Employees:
487
Stephen Wynne Work Experience Details
  • Ko-Advisors Llc
    Financial Planning Intern
    Ko-Advisors Llc
    Ohio, United States
  • Mobilityworks
    Financial Planning & Analysis Intern
    Mobilityworks Jun 2024 - Present
    Richfield, Ohio, United States
    -Created and Analyzed Pivot Tables: Developed and utilized Pivot Tables from Month-end Inventory Queries to evaluate the total vehicle sales cost in relation to the chassis floorplan for WAV(Wheelchair Accessible Vehicles), enabling more insightful financial assessments.-Enhanced Payroll Calendar Management-Optimized Net Promoter Score (NPS) Processes: Improved the NPS process by transferring and organizing NPS data into Excel, categorizing it by type (Sales, Service, Overall), and integrating it with Workday Adaptive Insights data integration software for enhanced analysis and reporting.-Updated Financial Reporting and planning for board of directors and banks-Managed and analyzed large data sets
  • The Home Depot
    Sales Associate
    The Home Depot Mar 2021 - Present
    Brunswick, Ohio, United States
    -Create rental contracts for customers-Direct customers to the right tool for their needs-Communicate hourly rates and instructions clearly while following store protocal-Organize the large inventory of tools in The Home Depot Tool Rental Department-Collaborate with co-workers to streamline rental processes
  • James A Wynne Llc
    Registered Investment Advisor Intern
    James A Wynne Llc May 2023 - Aug 2023
    Hinckley, Ohio, United States
    -Facilitated money transfers-Organized household account groups-Generated client performance reports-Collaborated with the advisor on sales calls using leads -Expanded knowledge in finance, staying up to date with industry trends-Utilized Y-charts interface, including data visualization tools, charting capabilities, and data manipulation functions-Developed and refined office clerical skills, including document organization, data entry, and maintained accurate records.(225 hours shadowing a Registered Investment Advisor)

Stephen Wynne Education Details

Frequently Asked Questions about Stephen Wynne

What company does Stephen Wynne work for?

Stephen Wynne works for Ko-Advisors Llc

What is Stephen Wynne's role at the current company?

Stephen Wynne's current role is Financial Planning Intern.

What schools did Stephen Wynne attend?

Stephen Wynne attended University Of Cincinnati Carl H. Lindner College Of Business, Ashland University, Highland High School.

Who are Stephen Wynne's colleagues?

Stephen Wynne's colleagues are Ryan Jordan, Clay Forsberg, Justin Altavilla, Bill Lachapelle, John Kennedy, Gabriel Morris, Dave Schutte.

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