Financial Sector

Spencer Wright

203-***-**** **************@*****.***

EDUCATION

The Pennsylvania State University University Park, PA Smeal College of Business Graduation Month 2027

Undeclared First-year: Bachelor of Science in Finance GPA: 3.51/4.00 WORK EXPERIENCE

Ameriprise Financial Services Southport, CT

Client Services Intern June 2024 - August 2024

- Supported Senior Advisors in preparing opportunistic financial plans for top fifty revenue generating clients through investment research, data analyzation and recommended trades resulting in a 10% increase in revenue vs YA

- Facilitated new business paperwork, form preparation and supporting documentation into contact manager and provided essential follow up for over one hundred clients

- Actively traded $2.6M of client holdings

Wright Up Your Grass Landscaping Co. Fairfield, CT Founder April 2020 - Present

- Established and oversaw lawn-care business during the Covid Pandemic generating over 60k in revenue

- Managed two employees, on-going client communications, budgeting and price negotiations for thirty six clients ensuring affordable landscaping with professional level service

- Donated 10% ($6,000) of earnings to “Cure For Cancer”

- Website: wrightupyourgrass.com

LEADERSHIP EXPERIENCE

Saturn Ambassador Program Fairfield, CT

Team Lead June 2021 – June 2023

- Directed the sales and marketing of the venture-backed App to over a thousand students reporting directly to the tech start-up founders

Connecticut HOBY Leadership Program Fairfield, CT

Chapter Leader October 2021-June 2022

- Chosen by my peers and faculty to be the Chapter Leader for the Hugh O’Brian Youth Leadership Program

- Led four seminars that connected professional ambassadors to fifty high school students with the goal of identifying and developing their leadership strengths for personal growth and future success Our Turn To Serve Club Fairfield, CT

President February 2022 – May 2023

- Led marketing and fundraising for club events resulting in a net gain of over $5,200 donated to veterans within my community

- Orchestrated meetings and events while managing and leading members of the club to get them involved with making a positive impact on our community

CAMPUS INVOLVEMENT

Penn State Derivative Association Penn State University Member August 2024 - Current

PSU Chabad’s “PSJEW Greeks” Program Penn State University Executive Member August 2024 - Current

Penn State Finance Investment Association Penn State University Member August 2023 - Current

Beta Sigma Beta Fraternity Penn State University

Athletic Director January 2024 - Current

HONORS, SKILLS & INTERESTS

Honors: Israel National Lacrosse Team, National Business Honor Society Skills: Bi-lingual: English/Spanish, Data Analytics: SQL, Python; ChatGPT, Public Speaking Interests: Boston Red Sox, Peaky Blinders, Travel, Chess, Bruce Springsteen, Lifting, Family

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