Sam Gunderson Email & Phone Number

Middleton, Wisconsin, United States

• Audit and Examination: Developed comprehensive work papers for twenty-three controlaudits, testing seventy-two attributes across five countries. Identified and resolved threecritical issues, optimizing examination.
• Teamwork: Collaborated with audit teams to execute SOX testing on financial statementsup to $500,000, ensuring GAAP compliance and strong internal controls.
• Risk Management: Active participant in weekly enterprise risk management discussions.Identified and addressed control process vulnerabilities within SPB, while contributing tobroader risk assessments aligned with.

Baraboo, Wisconsin, United States

• Wealth Analyst: Assisted in opening $2 million in client portfolios within three months, assessing each portfolio and presenting investment recommendations to the senior advisor, showcasing decision support or.
• Portfolio Modeling Specialist: Leveraged industry-leading analyst software solutions to develop customized investment strategies for 30 clients.
• Real-time Market Analysis: Assisted in trade execution and market analysis of stocks, bonds, funds, and ETFs, supporting informed investment decisions and enhanced portfolio returns.
• Data Management: Managed client data including risk profiles, investment goals, account details, portfolio values, initial investments, and contributions for tailored financial strategies and informed decisions.

Wisconsin Dells, Wisconsin, United States

• Auditing Compliance: Conducted daily audits of cashiers across the park to enforce PCI compliance and uphold financial integrity.
• Vault Accountant: Managed precise vault accounting and all monetary transactions, and over-shorts, promptly reporting sales and discrepancies to the Director of Finance.
• Cash Handler: Took charge of preparing bank deposits for Brink’s cash transport.

Wisconsin Dells, Wisconsin, United States

• Leadership: Recognized for exceptional dedication, proficiency, and rapid advancement in the winery industry, with four promotions in five years.

Bachelor Of Science - Bs, Finance, 3.82 Gpa

Activities and Societies: Delta Mu Delta, International Business Honor Society and Communications Club

Education record

Activities and Societies: History Club