Will Huff Email & Phone Number

Charlotte, North Carolina, United States

Dallas, Texas, United States

Gained in-depth knowledge of Asset Management through a structured, building-block approach. Played a key role in due diligence by collecting and analyzing records for a five-property portfolio sale. Conducted thorough analysis and file collection for various capital improvement and replacement draws across multiple properties.

New York, New York, United States

Researched and learned extensive information on financial planning and investment strategy in a building block manner. Started with the basics of equities and fixed income, moved into alternative investments, covered options and structured notes, and finished with tax efficiency and estate planning leading into the final project. Harnessed newfound knowledge to create a pitch for a mock client, which included: preparing a multi-million dollar portfolio catered to the client’s risk tolerance with appropriate alternative investment exposure, creating trusts for future generations, preparing their will, preparing a plan for gifting and philanthropy down the line.

Marble Falls, Texas, United States

Managed multi-cabin compound including 30+ children and direct oversight of 6-10 counselors. Responsibilities included ensuring the well-being of the children, coordinating camp activities and compound nights, monitoring and coaching the counselors, and ensuring rule adherence and discipline while maintaining a fun, supportive environment

Marble Falls, Texas, United States

Worked as an overnight camp counselor over the course of the summer in charge of children with ages ranging from 8-15. Partnered with another counselor to oversee the well-being and engagement of 8-10 campers per term. Additionally responsible for teaching sailing, basketball, football, and other sports

Dallas, Texas, United States

Assisted my colleagues in categorizing information into excel, learned about the basics of commercial real estate and the pricing system, learned numerous strategies for calling clients and selling our services, gained insight into the modern work environment, and met and connected with many great people.

Dallas, Texas, United States

Served as a member services representative which included, selling memberships and sports packages and giving tours. Learned the basics of salesmanship and customer service both in-person and over the phone.

Bachelor Of Science - Bs, Business And Enterprise Management

Bachelor Of Science - Bs, Senior

Activities and Societies: President of Sigma Chi Fraternity - Delta Nu Chapter, Dow Jones Club, OneLove Club, Finance Club

High School Diploma