Josh Oelsner

Experience

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  Zeta Beta Tau, Beta Gamma Chapter

  Jan 2014 - May 2016

  • Coordinated students'​ school and extracurricular schedules to ensure they attend mandatory study hours • Provided all fraternity members below the mandatory 2.50 GPA the proper academic resources throughout the Indiana University campus, in order to improve their GPA, and our house's GPA as a whole • Acquiring and updating the proper materials needed to train and prepare for our races, while abiding by our allotted budget from our Treasurer• Coordinating riders' schedules to allow all members to attend training sessions, and maintain their academics simultaneously

  • Academic Committee Head

    Jan 2015 - May 2016

  • Little 500 Bike Team Captain and Coach

    Jan 2014 - May 2016
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  Indiana University Kelley School of Business Tutor

  Jan 2014 - May 2014

  X-201 (Microsoft Excel) Peer Tutor

  • Assisted 20 students during their X-201 Business Technology class with mastering complex Microsoft Excel material• Performed example problems for the class as the professor walked the students through them in a step-by-step process

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  Darryl Neher Candidate for Mayor of Bloomington

  Feb 2015 - May 2015

  Campaign Intern

  • Gathered research data on municipal issues to develop campaign platforms and various policy solutions• Conducted student and community outreach, community canvasing, and consistent phone banking

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  The Mather Group, LLC

  May 2015 - Jun 2015

  Wealth Management Intern

  • Completed a comprehensive retirement plan for a hypothetical client, covering all areas of the financial planning process: insurance, employee benefits, investments, cash flow strategies, income tax planning, and estate planning• Participated in daily case studies discussing topics ranging from implementing early retirement cash flow strategies to having sensitive conversations with clients• Conducted marketing research regarding prospective clients' retirement goals and expectations Show less

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  United States Tax Court

  Jul 2015 - Aug 2015

  Intern for Judge Cary Pugh

  • Examined 50+ case files to reaffirm that the proper protocol was followed by petitioners and defendents for the U.S. Tax Court to have jurisdiction over the cases• Reviewed opinions and summary judgements written by my superiors for cases involving intricate legal codes and regulations, ensuring the appropriate legal framework was applied in each case

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  Fisher Investments

  Aug 2016 - now

  • Vice President

    Aug 2021 - now

  • Senior Account Executive

    Jun 2018 - Aug 2021

  • Account Executive

    Aug 2016 - Aug 2021