Joshua Pearson

Carroll University

Student Athlete

***** * **** ******** **

Marana, AZ, 85658

H 815-***-****

B adk2w2@r.postjobfree.com

josh_pearson06

"The only way to do great work is to love what

you do." - Steve Jobs

Education

2013–2018 Honors High School Diploma, Rockford Lutheran HS, Rockford, IL. GPA - 3.5 ACT - 27

2018–present Bachelor’s Degree (Junior Status), Carroll University, Waukesha, WI.

GPA - 3.0 Major: Finance Minors: Management & Leadership, Marketing Work Experience

Summer 2020 College Financial Representative Intern, Northwestern Mutual, Mil- waukee, WI.

{ Attend weekly professional training sessions

{ Assist potential clients in building their personalized financial plan

{ Utilize veteran representatives for feedback and meeting assistance

{ Learn to manage time effectively in running their own financial practice

{ Run meetings with potential clients to review their financial situations

{ Reflect monthly on their practice and what can be done to continually improve

Summer 2019 Financial Advisor Intern, Savant Capital Management, Rockford, IL.

{ Generated and Analyzed Reports, including Risk Management

{ Created College Savings Plans

{ Prepared Statements/Assisted in Audits

{ Assisted in Portfolio Management and Financial Reporting

{ Key role in implementation of new CRM (Salesforce.com) Summer 2018 Project/Finance Management Intern, RDA, LLC., Rockford, IL.

{ Created process for past-due judgments

{ Automated process for utility bill allocation, invoicing and electronic invoice payment

{ Worked with accountant on late fee assignment and invoicing

{ Automated rent roll data collection

Computer Skills

Microsoft

Office

Word, Excel, Powerpoint, Publisher

CRM Salesforce, Zoho

Relevant Classes

Marketing Principles of Marketing, Sports Marketing Finance Financial Accounting, Managerial Accounting, Principles of Management Other Entrepreneurship, Business Law

High School Activities

{ Varsity Soccer

{ Varsity Football Kicker/Punter

College Activities

{ Varsity Football Kicker

Community Activities

{ Camps: Rockford Lutheran HS Soccer Camp Counselor, St Paul Lutheran Church Vacation Bible School

{ Service Project: Varsity Girl’s Soccer Manager

{ Tutoring: Various Students in Science and Math

References

Person Email Company & Job Title

{ Tom Gilman

{ Kyle Gostom-

ski

{ Danny Kunes

{ Theresa Hare-

zlak

{ tomgilman

@biosero.com

{ kyle.gostomski

@nm.com

{ dan.kunes

@kunescoun-

try.com

{ tharezlak

@savantcapi-

tal.com

{ Biosero, Inc. - CEO

{ Northwestern Mutual - Campus

Recruiter

{ Kunes Country Automotive

Group - General Manager

{ Savant Capital - Financial Advi-

sor

Contact this candidate