Regan Pierce

Experience

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  NAMI

  May 2023 - May 2023

  Social Events Coordinator

  Reserve rooms and coordinate social events and speakers to increase member engagement, promote mental health awareness, and inform individuals about accessible mental health resources on campus.

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  Ardonagh Specialty

  Jun 2023 - Aug 2023

  Insurance Underwriting and Broking Abroad Internship

  • Explored various types of coverage, including construction, fine art and jewelry species, upstream and downstream energy, and marine insurance by shadowing brokers in respective teams• Received training in Market Reform Contracts, completed online modules, attended team and client meetings• Assisted underwriters at Lloyd’s and gained a better understanding of the underwriting process• Gained knowledge of London’s specialist insurance market through an international lens Show less

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  NAMI

  May 2024 - now

  Club President

  Delegate executive board tasks, manage membership of 155 members, and conduct board member meetings.

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  UBS

  May 2024 - now

  Private Wealth Management Internship

  • Developed, modeled, and presented a comprehensive estate plan case study for an ultra-high-net-worth client anticipating a business divestiture by incorporating tax-advantaged charitable and familial gifting and strategic asset allocation of the investment portfolio.• Selected women-lead leadership panelist for UBS Wealth Management Interns across the country• Implemented a personalized mass emailing system to enhance time-efficient client communication via STAAT system

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  Burkenroad Reports

  Aug 2024 - Dec 2024

  Equity Analyst, Fall 2024

  • Selected to participate in a nationally recognized securities research program through the Freeman School• Engaged as a member of a 4-student team that interacted with senior management, visited company sites, and published a research report on Tyler Technologies, a mid-cap public company• Performed due diligence; produced cash flow/earnings models; developed peer analysis reviews; and produced investment, risk, shareholder, and financial projections reports on Computer Programs & Systems, Inc. (CPSI) Show less