MICHAEL WAKELY


Location

Winston-Salem, North Carolina
Norfolk, Massachusetts
Education
    Wake Forest University
    August 2014 - May 2018
    degree
    Bachelor's
    major
    Finance
    minor
    Psychology
Work Experience
    UBS wealth management
    WEALTH MANAGEMENT INTERN
    June 2016 - August 2016
    company
    UBS wealth management
    title
    WEALTH MANAGEMENT INTERN
    overview
    - Worked once a week leading three investment projects including pension and portfolio reports - Completed equity analysis and stock pitches to managers of both large and small capitalization portfolios - Met with Financial Advisors and Portfolio Analysts to discuss economic trends and subsequent actions - Operated the Bloomberg Terminal in order to download and evaluate both corporate and equity returns
    Visible Measures Corporation
    Corporate Finance Intern
    May 2016 - August 2016
    M.E. O'Brien and Sons
    Administrative Sales Assistant
    May 2015 - August 2015
    Kraft Sports Group
    sales clerk
    October 2013 - August 2014
Leadership
    Volunteer, Williams Adult Day Center, Winston-Salem
    Led recruitment of potential new members during the semester and served on Executive Council of the fraternity
    Recruitment ... National Convention Delegate, Chi Psi Fraternity, Wake Forest University
    Discuss market changes and strong investment strategies with fellow members while leading the financial sector of the club
    Analyze and survey stock markets in order to make stock pitches to club members
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