Thomas Hunter Email & Phone Number

As an intern I worked primarily on the private client side of wealth management. I assisted the advisers with day-to-day projects and routinely re-balanced client's portfolios to better match their assets and target allocations. I learned about the different money managers that Beacon Pointe utilizes as well as became proficient in Junxure and Excel. I also completed a "Finance and Investments" course taught by the top advisers in Beacon Pointe. The course covered equity, debt… Show more As an intern I worked primarily on the private client side of wealth management. I assisted the advisers with day-to-day projects and routinely re-balanced client's portfolios to better match their assets and target allocations. I learned about the different money managers that Beacon Pointe utilizes as well as became proficient in Junxure and Excel. I also completed a "Finance and Investments" course taught by the top advisers in Beacon Pointe. The course covered equity, debt, and alternative investments, basic economics, financial statements, estate planning, company valuation, portfolio/asset allocation, the crash of 2008, and how to read the Wall Street Journal. Show less

Wrote a bi-weekly newspaper column on current events.

Spent the summers of 2007-2010 volunteering 50 hours a week to helping children with mental disabilities. I was then hired as a full time Senior Counselor / Staff Member in 2011 and 2012 to work 200+ hours a month.

Accounting; Bachelor Of Business Administration (Bba)

Activities and Societies: Sigma Chi Trojan Investment Society I am currently working on double majoring in Business Administration.

Education record

Activities and Societies: Best Buddies, Youth and Government, League of Gentlemen, Habitat for Humanity, Volleyball, Football Cumulative.