Alex Urbaska

Delivery Driver

618 followers

Burlington, Vermont, United States

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Timeline
About me
Finance & Accounting Student
Education
- Leland & Gray UHSD #34
  2016 - 2020
  Activities and Societies: Class of 2020 Valedictorian, Treasurer of 2020 Class, Treasurer of Tri-M Music Honor Society, High School Band, AP Scholar, High School Pep Band, High School Chorus, District Choir, Theater Sound Department, Theater Lights Department, L&G Players Theater Band, Journey East 2018 Member, Track and Field Team, Soccer Team, Ultimate Disc Team
- University of Vermont
  2020 - 2024
  Bachelor of Business Administration - (BBA) Accounting and Finance 3.8/4.0
  Activities and Societies: Finance and Investment Club - Vice President, SG-FECC Student Ambassador, Peer Tutor - Managerial Finance, Accounting Club, Beta Gamma Sigma Business Honor Society Member, Skateboarding Club, Freshman Student of Distinction Award Winner, Green and Gold Scholar
Experience
- Windham Flowers
  Dec 2020 - Aug 2023
  Delivery Driver
  Supported florist staff to create delivery schedules through communication with customers to complete deliveries of all arrangements. Undertook regular store maintenance organizational projects to improve efficiency.
- Burd's Lawn Care Service
  Sept 2022 - Sept 2022
  Landscaper
  Performed regular lawn maintenance as a part-time job while attending school full-time.
- University of Vermont Grossman School of Business
  Jan 2023 - May 2024
  Providing students with guidance and support in their studies. My responsibilities include facilitating study groups, reviewing course materials, and helping students understand complex financial concepts and calculations. Organized and conducted workshops, seminars, and guest speaker events to educate over 100 club members about various investment instruments, financial planning, and market analysis. Led a group of graduate business students from Thailand through the Schlesinger International Case Competition. I mentored them throughout the competition, assisting them in their everyday activities, showing them around the UVM campus, and supervising their prep time and presentations.
  - Peer Tutor - Managerial Finance
    Feb 2023 - May 2024
  - Vice President & Analyst - UVM Finance and Investment Club
    Dec 2022 - May 2024
  - Student Ambassador for Schlesigner Global-Family Enterprise Case Competition
    Jan 2023 - Jan 2023
- EY
  Jun 2023 - Sept 2023
  FSO Assurance Intern
  o Performed over 500 comprehensive document reviews, analysing assets exceeding $300 billion for multiple private equity firmso Assisted in the audit of a $2 billion publicly traded company with $112 billion assets under management o Engaged with senior auditors to perform substantive testing and analytical reviews during the audit processo Independently executed the update for year-over-year asset accounts exceeding $10 billion dollars for private equity firm Technology Crossover Ventures.o Primarily audited private equity firms HarbourVest Partners, Technology Crossover Ventures, and Benefit Street Partners Show less
- Ameriprise Financial Services, LLC
  May 2024 - now
  Wealth Management Intern
Licenses & Certifications
- Envestnet Institute On Campus
  Envestnet, Inc
  Nov 2022
- Securities Industry Essentials (SIE)
  FINRA
  Aug 2024
- Bloomberg Market Concepts
  Bloomberg
  Sept 2023
Honors & Awards
- Awarded to Alex Urbaska
  Excellence in Finance, Accounting, and Entrepreneurship Nominations - May 2023
- Awarded to Alex Urbaska
  Beta Gamma Sigma Member Beta Gamma Sigma Honor Society Mar 2023 Awarded to the top 10% of undergrads, top 20% of masters students, and select doctoral candidates at the world's most prestigious, AACSB-accredited business schools.
- Awarded to Alex Urbaska
  Dean's List for Every Semester Enrolled University of Vermont May 2022 Awarded to students who rank in the top 20 percent of their class in their respective college or school.
- Awarded to Alex Urbaska
  UVM Grossman School of Business Student of Distinction Award Grossman School of Business May 2021 The Student of Distinction Award is given to Grossman School of Business Students that performed academically in the top 5% of their respective class for the given school year.
- Awarded to Alex Urbaska
  Class of 2020 Valedictorian - Jun 2020
- Awarded to Alex Urbaska
  UVM Green and Gold Scholar University of Vermont May 2020 The Green and Gold Scholar Award/Scholarship is given to high school students from VT that are the highest achieving members of their graduating class. Factors that determine the winner include strong academic performance and extracurricular activities.
- Awarded to Alex Urbaska
  2019 UAlbany CI Chinese Video Competition - 1st Place University of Albany May 2019 Each participant of the competition submitted a creative video that introduced themselves/gave a background of their lives speaking fully in Chinese. The winner was chosen based on who had the best video (visually and creatively) and the best Chinese speaking.
Volunteer Experience
- Theater Technician
  Issued by Leland & Gray UHSD #34 on Jan 2016
  Associated with Alex Urbaska
- Volunteer
  Issued by More Free Library on Apr 2018
  Associated with Alex Urbaska