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Harrison Bertsch

Harrison Bertsch

Bank Teller

Followers of Harrison Bertsch122 followers
location of Harrison BertschAustin, Texas Metropolitan Area

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  • Timeline

  • About me

    Lending Reporting Analyst at A+FCU

  • Education

    • Texas State University

      2018 - 2022
      Bachelor of Business Administration - BBA Finance, Minor in Economics

      Activities and Societies: Student Managed Investment Fund (SMIF), Financial Managers Association (FMA), Net Impact, TXST Run Club SMIF is a group of buy-side analysts working as a team to actively manage over $1.4 million in stocks, bonds, and cash using a top-down approach to analyze the market. The fund is diversified with over 50 holdings, making trades at the end of every semester.FMA hosts bi-weekly meetings with accomplished guest speakers such as CFA Charter holders, Investment Bankers, Fund Managers, and other business-related professionals. FMA members also have volunteering opportunities to fundraise for… Show more SMIF is a group of buy-side analysts working as a team to actively manage over $1.4 million in stocks, bonds, and cash using a top-down approach to analyze the market. The fund is diversified with over 50 holdings, making trades at the end of every semester.FMA hosts bi-weekly meetings with accomplished guest speakers such as CFA Charter holders, Investment Bankers, Fund Managers, and other business-related professionals. FMA members also have volunteering opportunities to fundraise for trips to the Finance Leaders Conference.Net Impact is a business organization with a focus on sustainability, and provides opportunities to participate in meetings with local business leaders who have made an impact on social and environmental issues, as well as attend the NI leadership & networking conference. Show less

  • Experience

    • Citizens Bank, N.A.

      Jun 2018 - Aug 2019
      Bank Teller

      - Responsible for managing and balancing a daily cash drawer while servicing customer needs such as deposits, withdrawals, loan payments, and account statements.

    • West Texas Appraisal, Inc.

      May 2020 - Aug 2020
      Commercial Real Estate Appraisal Analyst

      - Assisted licensed appraisers in performing visual property inspections and drafting appraisals- Contributed research for reporting comparable land sales and area analyses to be used in appraisals- Wrote summarized accounts of state and local market conditions for crops and cattle

    • The Law Offices of Carol Bertsch, P.C.

      May 2021 - Jul 2021
      Accounts Administrator

      - Led data hygiene initiative utilizing Microsoft Excel to cleanse out-of-date record keeping and created best practices in storing confidential client data.- Utilized a legal management software called Clio to automate certain document updates and revisions within a centralized database.

    • Student Managed Investment Fund

      Aug 2021 - May 2022
      Fixed Income Portfolio Student Manager

      The student managed portion of the McCoy Business College endowment portfolio is valued in excess of $1.4 million, containing domestic and international equities, plus fixed income assets. Student analysts conduct research on equities and fixed income assets using financial data software such as FactSet and Bloomberg, and present final assets allocations, security selections, and performance to the McCoy College endowment board utilizing fundamental analysis to objectively support decisions. As a student analyst, I was elected Fixed Income Portfolio Manager to spearhead our management decisions within our fixed income portfolio. Show less

    • Augury

      Jul 2022 - Jul 2023
      Sales Growth & Analysis

      As a GTM intern I developed skills in Salesforce, SaaS analytics, report design, and presentation building. Once I became familiar with Augury's SFDC instance, I built a presentation on fresh ideas for territory design based on what I had learned about our market position. My latest project was implementing a territory design and data enhancement project.

    • RevOps Co-op

      Jun 2023 - now
      Member

    • A+ Federal Credit Union

      Oct 2023 - now
      Lending Reporting Analyst I

  • Licenses & Certifications

  • Honors & Awards

    • Awarded to Harrison Bertsch
      CFA Institute Research Challenge Regional Finalist CFA Institute Feb 2022 The CFA Challenge is an annual, global challenge that consists of writing a sell-side report on a company selected by the Institute. A number of Finalists are chosen based on the quality of their report and the number of contestants in their region. Finalists move on to create a 10 minute presentation to CFA-charter-holder judges. Winners of this round will advance to compete in the global finals.
    • Awarded to Harrison Bertsch
      Dean's List - Achieve a GPA of 3.5+ while taking 12+ semester credit hours. Awarded every semester of my 4 year attendance at Texas State University.