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Tate Lieuallen

Tate Lieuallen

Summer help

Followers of Tate Lieuallen197 followers
location of Tate LieuallenPortland, Oregon Metropolitan Area

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  • Timeline

  • About me

    Business student at Pacific University class of 2025. Studying Finance and Management. I am currently an intern at AIM Wealth Advisory Group, and studying for my series 7 designation.

  • Education

    • Sherwood High School

      2017 - 2021
      High School Diploma Finance and Financial Management Services

    • Sherwood High School

      2017 - 2021
      Senior 12

      Activities and Societies: National Honor Society, Sherwood Tennis, and Tigard United Methodist I am currently a high school senior and I am very intrested in finance and financial management. I am part of NHS and I volunteer in my community a lot. I also volunteer through my church.

    • Pacific University

      2021 - 2025
      Bachelor's degree Business Administration and Management, General Senior

  • Experience

    • Consumer Cellular, Inc.

      Jun 2018 - Aug 2019
      Summer help

      I worked 37.5 hour weeks. Work started at 7:30 and ended at 3:30. This helped teach me dedication and teamwork.

    • Abby's Legendary Pizza

      Jul 2020 - Sept 2020
      Cook

    • HOODY'S COLLECTIBLES, LLC

      Nov 2020 - Jan 2024
      Lister

      Full time during summer and winter break and part-time during the high school years. I posted cards to eBay on consignment to maximize customer profit.

    • The Standard

      Jun 2023 - Aug 2023
      Loan Analyst

      Being a full-time summer intern at The Standard was a great experience. I collaborated with fellow interns to analyze 6500 commercial loans for The Standard. We normalized the loans for the underwriters.

    • AIM Wealth Advisory Group

      Mar 2024 - now
      Intern

  • Licenses & Certifications

    • Securities Industry Essentials (SIE)

      FINRA

    • Series 7

      FINRA

    • Research Challenge

      CFA Institute
      Jun 2024
      View certificate certificate

  • Honors & Awards

    • Awarded to Tate Lieuallen
      NHS - Oct 2019 I had to get 35 hours of community service during the school year and 20 hours during the summer. Also I had to write an essay to get in.

  • Volunteer Experience

    • Mentor, and worker

      Issued by Tigard United Methodist Church on Jul 2017
      Tigard United Methodist ChurchAssociated with Tate Lieuallen

    • Worker

      Issued by Behlehem House of Bread on Aug 2016
      Behlehem House of BreadAssociated with Tate Lieuallen

    • Barista

      Issued by Jubilatte on Jan 2020
      JubilatteAssociated with Tate Lieuallen