Direct Sales Intern

Preston Massie

Knoxville, Tennessee ***** • 865-***-****

*********@*****.*** • www.linkedin.com/in/prestonmassie EDUCATION

The University of Tennessee, Haslam College of Business Knoxville, TN Bachelor of Science in Business Administration

Major: Finance Collateral: Accounting

Cumulative GPA: 3.60/4.00

RELATED EXPERIENCE

Southwestern Advantage Nashville, Tennessee

Sales Intern May 2024-August 2024

• Worked in direct sales of educational products including ACT prep, early learning resources, and educational apps for all ages.

• Established success principles through direct sales (schedule, positive attitude, goal setting, and self- motivation).

• Executed all ordering, inventory, accounting, scheduling, sales, and delivery of products.

• Prospected and approached over 3,000 families of various socio-economic backgrounds. University of Tennessee Torch Fund Knoxville, TN

Haslam Fund Portfolio Manager August 2024-May 2025

• Actively managed a portfolio exceeding $2,000,000 in value, practicing a top-down wealth management investing style with a team of eight other students.

• Selected through a competitive application process, evaluating grade performance in prerequisite finance coursework and interview.

• Monitored existing holdings and authored periodic performance reports & presentations for donor clients.

• Proposed new investments and liquidations through formal presentations, monitored existing holdings, and authored periodic performance reports & presentations for donor clients.

• Monitoring coverage included Financials & Materials sectors, successfully proposed investments in MET, V, and GPK. Bloomberg

• Bloomberg Finance Fundamentals Certificate

o Completed learning modules on the purpose of investing, types of investment, risk and reward, and portfolio management.

• Bloomberg Market Concepts

o Completed learning modules in economic indicators, currencies, fixed income, and equities.

• Environmental Social Governance

o Completed learning modules in ESG and sustainable finance, researching and adopting ESG, negative

& positive screening, and sustainable activities.

GROUPS & AWARDS

• Wall Street Prep’s financial statement modeling and DCF modeling o A two-day seminar teaching and applying financial statement modeling and DCF modeling to Apple.

• University of Tennessee Investment Group

o A Finance student group that invites finance professionals to discuss their careers.

• Phi Theta Kappa

o An honor society dedicated to the academic success of their students.

• National Society of Leadership and Success

o An honor society that focuses on developing leaders to succeed in their careers.

• Microsoft Office Specialist Certification

o Completed training to certify skills in Microsoft Word, PowerPoint, and Excel.

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