Will Tran

**** ******* ******, ***. *** Columbia, MO 65201

636-***-**** adho20@r.postjobfree.com

EDUCATION

University of Missouri Columbia, MO

Bachelor of Science in Economics, Applied Track Bachelor of Science in Biological Sciences August 2017 – Present Dean’s List 6/6 Semesters Chancellor’s Award Academic Scholarship Missouri Bright Flight Academic Scholarship Cumulative GPA: 3.5/4.0 Expected Graduation: May 2021 ACT: 34 PROFESSIONAL EXPERIENCE

Shelter Insurance Companies Columbia, MO

Investments Analyst – Equities December 2019 – Present

Collaborate with team of 4 people to develop and execute investment plan of equities portfolio worth over $1.5 billion

Integrate Bloomberg data into Excel financial models to build company specific equity research reports and templates

Deliver regular investment pitches based on DCF, DDM, and comparable companies valuation methods

Support investment directors by providing industry coverage, time sensitive reports, and due diligence Allen Angel Capital Education Fund University of Missouri Undergraduate Analyst May 2020 – Present

Member of $700K Venture Capital fund with $200K in dry powder specializing in Pre-Seed through Series-A financing

Evaluate early-stage companies by working directly with company leadership and preparing due diligence reports

Conduct industry research to source deal flow, develop valuation views, and form investment recommendations TD Ameritrade Saint Louis, MO

Investor Services Intern May 2019 – August 2019

Led team of six interns to win firm-wide competition with a problem-solving presentation to senior managers & managing director aimed at saving millions from fraud and increasing firm efficiency

Developed technical analysis skills in trading competition to see 40% portfolio return in 4 weeks

Led in New Sales Commitments to generate over $400,000 of new asset growth in less than ten full days

Instructed and advised clients on accessing their accounts, positions, balances, and current market conditions LEADERSHIP EXPERIENCE

University of Missouri Investment Group University of Missouri Portfolio Manager August 2020 – Present

Initiated investment of $60,000 public equities portfolio with team of 11 people

Train and advise analysts in developing financial statement modeling skills, valuation views, and investment theses

Produce and present performance, asset allocation, and due diligence reports for investment committee Phi Sigma Pi – Executive Council and Executive Board University of Missouri Recruitment Chair Parliamentarian & Fundraising Chair December 2017 – Present

Represented organization across new corners of campus to recruit diverse voices while doubling recruitment reach

Ensured lasting success of the organization through scrutiny and equitable revision of bylaws

Exceeded initial fundraising target by over 2500% by aggressively pursuing revenue generating opportunities

Eliminated meeting inefficiencies to reduce meeting times by over 50% while coordinating and guiding meetings to ensure that all members can cooperate and contribute equally

HIGHLIGHTS & AFFILIATIONS

University of Missouri Economics Society – Founding Vice President: Gained official department recognition by forming leading economics organization for rigorous discourse of micro- and macroeconomic themes

Economics Department Peer Mentor: Work with under-represented students to help navigate college life and provide guidance

Play-Well TEKnologies – Assistant Instructor: Taught engineering/physics fundamentals to camp groups of 20 students

High School Robotics Captain: Won state championship and competed at World Championship Finals. Coordinated team of over twenty people to maximize efficiency and collaboration

Languages: Native Speaker: English, Vietnamese; Conversational Fluency: Spanish

Training: Securities Industry Essentials (SIE) Certified

Interests: Tennis, Philosophy, Guitar, Violin, Soccer, Trivia

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