Riley Braden Wong
Lexington
Summary
- Reiman investment fund: Conduct stock pitches, valuations, portfolio reviews, and recommendations from student run midcap portfolio of over $500,000 attempting to beat the benchmark against the S&P 400.
- Financial Planning Challenge (FPC): Selected member of case competition for undergraduate programs registered with CFP board to understand the profession of financial planning.
Overview
5
5
years of professional experience
Work History
Financial Representative Intern
The Bulfinch Group
06.2024 - 08.2024
- Gained valuable experience on life/health insurance, investments, cash flow, retirement, and income protection
- Conducted targeted outreach to increase client base and grow brand awareness
- Learned from established advisors and executives about financial planning and advising
Director and Camp Counselor
Hayden Recreation Center
07.2019 - 08.2024
- Managed a group of10 counselors and100+ students while ensuring the program ran efficiently
- Provided exceptional customer service to guardians and deescalated conflict among campers
Part-Time Intern
Carson Capital Management
06.2023 - 08.2023
- Gained insight into financial advisory practice from senior advisor
- Reviewed managed asset accounts using Guardian’s Living Balance Sheet software
Food Runner and Busser
The Wellington Restaurant
06.2023 - 08.2023
- Prepared dining experience before guests' arrival and swiftly delivered orders to customers
Education
Bachelor of Science - Business Administration– Finance and Management
University of Denver, Daniels College of Business
Denver, CO06.2025
Skills
- Microsoft Suite Certified
- Experience in Capital IQ Software
- Life and Accidental/Health Insurance Producer
- LinkedIn Learning: Top Skills Professionals Have Right Now
- Technical Problem Solving
- Planning and Leadership skills
Affiliations
- Pi Kappa Phi Fraternity: Risk Manager Executive Board: 11/2023- Present
- International Business Club: Job Relations Board: 09/2022- Present
- Hedge Fund Club: Fundraising Chair: 09/2024- Present
- Finance Club, Daniels College of Business: 01/2023- Present
- DU Sales Team: 09/2024- Present
Timeline
Financial Representative Intern
The Bulfinch Group
06.2024 - 08.2024
Part-Time Intern
Carson Capital Management
06.2023 - 08.2023
Food Runner and Busser
The Wellington Restaurant
06.2023 - 08.2023
Director and Camp Counselor
Hayden Recreation Center
07.2019 - 08.2024
Bachelor of Science - Business Administration– Finance and Management
University of Denver, Daniels College of Business
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