Tucker Welty

San Diego, CA 419-***-**** ad2m7u@r.postjobfree.com

EDUCATION

SAN DIEGO STATE UNIVERSITY San Diego, CA

Bachelor of Science Expected May 2026

Business Administration - Major in Finance

Relevant Coursework: Business Calculus, Accounting 201/202, Finance 240, Venture Capital Investment Competition (VCIC) Organizations: Aztec Trading & Investing, Alpha Kappa Psi Business Fraternity, Kappa Alpha Order, Men's Lacrosse Team ST. FRANCIS DE SALES SCHOOL Toledo, OH

4.1 Cumulative GPA August 2018 - May 2022

NHS, Presidents List, First Honors x4, Investment Club President, Men's Lacrosse Team Captain, Walrod Scholarship, Varsity Crew WORK EXPERIENCE

PREMIER PLANNING GROUP Toledo, OH

Financial Analysis Intern June 2021 - August 2022

● Conducted fundamental and technical financial analysis for market research of firm investments and prospective clients

● Organization and oversight of more than 500 clients’ reports through Excel and company software SHEFFIELD ROAD Toledo, OH

Sales Associate August 2020 - July 2022

● Pitched new products to 100+ daily customers and handled checkout and cash register operations

● Operated online web store and oversaw more than 1000 incoming orders monthly, handled all shipping logistics ACTIVITIES

AZTEC TRADING & INVESTING San Diego, CA

Vice President & Incoming President August 2022 - Present

● Educated SDSU students on investing topics and guide students involved in trading; leader of 26 meetings during school year

● Lead all meetings for the largest investing club on campus (200+ members) INTERFRATERNITY COUNCIL San Diego, CA

VP of Leadership & Development May 2023 – Present

● Managed all campus involvement for 14 campus fraternities (2,000+ students), Leader of Jr. IFC program (75 candidates)

● Led 2000+ members through the transition between college and professional life through 3 newly-created on campus initiatives KAPPA ALPHA ORDER San Diego, CA

Professional Development Chair August 2022 - Present

● Educate 200 members on career opportunities, student organizations and advise members with resume, LinkedIn & internships

● Create resource documents for member guidance throughout college, currently utilized by 85% of active body members KIDNEY CANCER CONNECTION Virtual

Founder March 2020 - Present

● Founded virtual support site, kidneycancerconnection.com, to assist teenagers dealing with the grief of cancer

● Raised $6,000+ for kidney cancer research, host internet conferences for guidance and large-scale fundraising events INVESTMENT CLUB Toledo, OH

President August 2020 - May 2022

● President of the Investment club with the largest endowment in the nation (portfolio grew +30% during my presidency)

● Board spokesperson during school endowment committee meetings, orchestrated meetings for over 60 club members ADDITIONAL

Certifications: Bloomberg Market Concepts, JP Morgan Forage Certification (IP), Financial Modeling & Banking (IP) Technical Skills: Basic to intermediate knowledge of Python and C programming languages

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