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.
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Associate Wealth PlannerCorientAtlanta, Ga, Us -
TreasurerBeta Upsilon Chi Oct 2023 - PresentKnoxville, 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. -
Business OwnerWp Lawn Care Mar 2016 - PresentFranklin, 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.
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Financial Planning InternCorient Jun 2024 - Aug 2024Seattle, 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. -
CashierPublix Super Markets Oct 2017 - May 2024Knoxville, 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. -
Wealth Management InternFranklin Financial Advisors May 2023 - Aug 2023Franklin, 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.
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Executive Marketing AssistantAbh Connect Marketing Jan 2019 - Mar 2020Franklin, 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.
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Soccer RefereeWilliamson County Soccer Association Aug 2015 - Jan 2019Franklin, 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.
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