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Owen Wallace

Owen Wallace

Intern

Followers of Owen Wallace626 followers
location of Owen WallaceGreater Boston

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  • Timeline

  • About me

    Credit Analyst at Northern Bank

  • Education

    • Roger Williams University

      2018 - 2022
      Bachelor of Science - BS Finance, General

      Activities and Societies: Equity Analyst for the Center for Advanced Financial Education, Vice President of the Financial Management Association, and member of the Men's Golf Team Received a Bachelors of Science in Finance and International Business with a minor in Sustainability

  • Experience

    • Energy and Sustainability Committee of LongMeadow, MA

      Jan 2021 - May 2021
      Intern

      • Research organizational grant funds through company pipeline to evaluate effective financial strategies to pursue and submit proposals for EV chargers • Participate in town meetings to learn and meet community needs and provide input into sustainability practices • Manage and assess feasibility based on town budget to develop equitable decisions and choices

    • Roger Williams University

      Aug 2021 - Feb 2022
      Equity Analyst

      Equity Analyst for the Center For Advanced Financial Education (CAFÉ) in the Gabelli School of Business at Roger Williams University. Responsibilities:• Construct market reports daily based on fund holdings and domestic and foreign indices • Manage Growth, Value, ESG, Best Ideas Fund within $500,000 budget showcasing effective organization and time management skills • Research, evaluating, pitching, stocks, funds and ETFs in order to most effectively diversify funds to get the best percentage return for portfolios • Collaborate with fund managers to effectively analyze market movements, catalysts, drivers, and overall market manipulators Show less

    • Barnum Financial Group

      May 2022 - Feb 2023
      Investment Advisor Representative

    • Northern Bank

      Feb 2023 - now

      • Credit Analyst I

        Feb 2024 - now

      • Credit Review Analyst

        Feb 2023 - Feb 2024

  • Licenses & Certifications

    • Securities Industries Essentials (SIE)

      FINRA
      Sept 2022

    • Insurance Agent, Accident, Health, Life, Variable Life & Variable Annuities

      Barnum Financial Group
      Jun 2022

    • Series 6

      FINRA
      Oct 2022

  • Volunteer Experience

    • Event Staff

      Issued by Special Olympics on May 2016
      Special OlympicsAssociated with Owen Wallace