Will Pike

Will Pike Email and Phone Number

Associate Wealth Planner @ Corient
Atlanta, GA, US
Will Pike's Location
Knoxville, Tennessee, United States, United States
About Will Pike

As a junior at the University of Tennessee Knoxville, I am pursuing a double major in accounting and finance, and a minor in honors leadership studies and entrepreneurship with a collateral in international business. I am an honors leadership scholar as well as a Haslam business fellow, and I have a 4.0 GPA earning dean's list honors for my academic excellence in every semester.I have also gained valuable professional experience with a few different organizations. I am the treasurer of my fraternity, Beta Upsilon Chi, where I oversee and manage all financial transactions for a 125+ member fraternity. I also run my own lawn care company, WP Lawn Care, which I started in 2016 and have grown to over 50 clients. In addition, I work as a cashier at Publix Super Markets, where I have been employed for 6+ years. I also have previous experience as a Wealth Management Intern at Franklin Financial Advisors. I am proficient in Microsoft Excel, Tableau, and Alteryx, and I have a certification in Bloomberg Market Concepts.I am passionate about learning new skills, solving problems, and creating value for others. I am motivated by the opportunities and challenges that come with being an honors student and a leader inside and outside of my education. I aspire to apply my knowledge and skills in accounting and finance to create a positive impact and value for potential employers.I can be reached at wpike@vols.utk.edu.

Will Pike's Current Company Details
Corient

Corient

View
Associate Wealth Planner
Atlanta, GA, US
Will Pike Work Experience Details
  • Corient
    Associate Wealth Planner
    Corient
    Atlanta, Ga, Us
  • Beta Upsilon Chi
    Treasurer
    Beta Upsilon Chi Oct 2023 - Present
    Knoxville, Tennessee, United States
    • Oversee and manage all financial transactions for a 125+ member fraternity.• Develop and monitor budgets, income statements, balance sheets, and expense reports.• Collaborate with fraternity leadership to make strategic decisions to prepare the chapter for the future.
  • Wp Lawn Care
    Business Owner
    Wp Lawn Care Mar 2016 - Present
    Franklin, Tennessee, United States
    • Oversee all operations of a lawn care company with 50+ clients.• Manage and lead employees through training, working, and scheduling.• Create and implement marketing campaigns to increase clientele each year.• Communicate with customers to identify service needs and resolve issues.
  • Corient
    Financial Planning Intern
    Corient Jun 2024 - Aug 2024
    Seattle, Washington, United States
    • Prepare materials for client presentations, such as financial independence and education projections, net worth statements, cash flow reports, budgets, insurance, and estate planning summaries.• Review, summarize, and analyze information related to various financial aspects of a client's life, including risk management, retirement planning, benefits, taxes, estate plans, gifting, charitable endeavors, and education.• Assist in preparing customized financial planning templates for client meetings.• Research financial planning topics as needed.• Manage client and firm documents in the document management system.• Contribute to firm projects and departmental initiatives as requested.• Represent Corient positively to clients, outside professionals, and the public.
  • Publix Super Markets
    Cashier
    Publix Super Markets Oct 2017 - May 2024
    Knoxville, Tennessee, United States
    • Uphold high standards of honesty and integrity in handling confidential customer information and transactions.• Provide excellent customer service by addressing inquiries and resolving concerns.• Collaborate with team members to manage workload and maximize efficiency.
  • Franklin Financial Advisors
    Wealth Management Intern
    Franklin Financial Advisors May 2023 - Aug 2023
    Franklin, Tennessee
    • Designed and presented financial models to depict growth of client portfolios.• Effectively consulted with clients to identify growth and impairment factors of assets.• Discussed portfolio options with clients and assessed their financial situation and goals.
  • Abh Connect Marketing
    Executive Marketing Assistant
    Abh Connect Marketing Jan 2019 - Mar 2020
    Franklin, Tennessee, United States
    • Coordinated mailings, marketing materials, and website content for small businesses.• Assisted in creating graphic materials and analyzing marketing data and results.• Worked with a variety of companies to create and grow their businesses’ social media presence.
  • Williamson County Soccer Association
    Soccer Referee
    Williamson County Soccer Association Aug 2015 - Jan 2019
    Franklin, Tennessee, United States

Will Pike Education Details

Frequently Asked Questions about Will Pike

What company does Will Pike work for?

Will Pike works for Corient

What is Will Pike's role at the current company?

Will Pike's current role is Associate Wealth Planner.

What schools did Will Pike attend?

Will Pike attended University Of Tennessee, Knoxville, Fred J Page High School.

Not the Will Pike you were looking for?

  • Will Pike

    Saas Product Manager At Triggerpoint Media
    Austin, Tx
    2
    digitaltouchsystems.com, triggerpointmedia.com
  • Will Pike

    Vice Chairman At Cbre
    New York, Ny
    1
    cbre.com

    3 +163043XXXXX

  • Will Pike

    Seattle, Wa
    9
    gmail.com, amazon.com, amazon.com, gmail.com, amazon.com, riversagency.com, riversagency.com, amazon.com, google.com
  • Will Pike

    Chief Commercial Officer At Pike Corporation
    Fort Worth, Tx
  • Will Pike

    Strategic Planning | Project Implementation Leader | Human-Centric Leadership | De&I Advocate
    Chicago, Il
    3
    kalypso.com, gmail.com, panzura.com

    1 +183024XXXXX

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.