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Alric Woo

Alric Woo

Logistics Officer

Followers of Alric Woo329 followers
location of Alric WooCumming, Georgia, United States

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  • Timeline

  • About me

    Client Relationship Manager @ Morgan Stanley | Series 7 & 63

  • Education

    • South Forsyth High School

      2014 - 2018
      High School Diploma Finished

      Activities and Societies: National Technical Honors Society: 2016 - 2018 National Honors Society: 2017 - 2018 International Baccalaureate Career Program: 2016 - 2018 CyberPatriot: 2017- 2018 Future Business Leaders of America: 2014 - 2018 Technical Student Association: 2017 - 2017 Alric Woo has completed nearly every computer science program at South Forsyth High School.Alric was involved with the IBCP program in hopes of advancing his knowledge in the computer science industry. In 2017 Alric joined CyberPatriot helping his team to the Gold division. In 2018 Alric became a team captain and guided the team towards the Platinum division.

    • The University of Georgia

      2020 - 2022
      Family and Consumer Sciences Education Financial Planning and Services 3.4

      Activities and Societies: Army ROTC. Intramural Soccer. Relevant Coursework/Case Studies: Wealth Management I & II, Estate Planning, Family Tax Planning, Risk Management & Insurance, Family Tax Planning, Retirement Planning & Employee Benefits, Applied Financial Planning, Comprehensive Financial Plan

    • Kennesaw State University - Southern Polytechnic College of Engineering and Engineering Technology

      2018 - 2020
      Received 85 Undergraduate Credits

      Activities and Societies: Army ROTC

  • Experience

    • United States Army National Guard

      Dec 2018 - now
      Logistics Officer

      Leads a platoon of 55 soldiers in executing vehicle maintenance and basic soldier tasks twice a month.Accounted for over $600,000 in sensitive items.Dispatched and accounted for all tactical vehicles assigned to my company.Maintained 100% accountability of weapon systems, tactical vehicles, and equipment at all times.Liaised with senior personnel to efficiently execute numerous operations

    • Internal Revenue Service

      Jan 2022 - May 2022
      Volunteer Income Tax Assistant

      Prepared for and passed the VITA/TCE Military, Volunteer Standards of Conduct, Advanced, andIntake/Interview and Quality Review certification exams in order to meet IRS standards for the 2021 tax year.Filed and completed Form 1040, U.S. Individual Income Tax Returns for clients in an accurate and timely mannerAnswered all client questions and provided clients with a follow up letter summarizing their tax filing status

    • Morgan Stanley

      Jan 2024 - now
      Client Relationship Manager

  • Licenses & Certifications

    • Securities Industry Essentials (SIE)

      FINRA
      Feb 2023

    • MTA: Software Development Fundamentals

      Microsoft
      View certificate certificate

    • VITA Advanced Certification

      Internal Revenue Service
      Jan 2022

    • Covid-19 Contact Tracing

      Coursera
      Oct 2020
      View certificate certificate

    • Series 63

      FINRA
      Nov 2024

    • Certified Trader

      Morgan Stanley
      Jan 2025

    • Series 7

      FINRA
      Jun 2024

  • Volunteer Experience

    • Tax Preparer

      Issued by Volunteer Income Tax Assistance on Feb 2022
      Volunteer Income Tax AssistanceAssociated with Alric Woo

    • Volunteer

      Issued by Meals by Grace on Aug 2014
      Meals by GraceAssociated with Alric Woo