David Weissman
Financial Literacy Program - Peer Educator at The Boehly Center for Excellence in Finance- Claim this Profile
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Bio
Credentials
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Intro to Python
CognitirApr, 2022- Nov, 2024 -
Corporate Valuation and Financial Modeling
Training The StreetApr, 2021- Nov, 2024
Experience
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The Boehly Center for Excellence in Finance
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Higher Education
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1 - 100 Employee
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Financial Literacy Program - Peer Educator
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May 2022 - Present
• Responsible for the creation of content on financial literacy topics such as taxes, budgeting, and retirement, as well as leading 4 capstone presentations throughout the academic year • Responsible for the creation of content on financial literacy topics such as taxes, budgeting, and retirement, as well as leading 4 capstone presentations throughout the academic year
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Oakland Mills United
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United States
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Primary and Secondary Education
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Chief Financial Strategist
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Apr 2022 - Present
• Established financial controls, fundraising program, and financial management systems for a $20,000 yearly operating budget • Manage fundraising, budget creation, grant writing, and day-to-day financials of a 501(c)(3) nonprofit organization with goals of growth and long-term sustainability • Established financial controls, fundraising program, and financial management systems for a $20,000 yearly operating budget • Manage fundraising, budget creation, grant writing, and day-to-day financials of a 501(c)(3) nonprofit organization with goals of growth and long-term sustainability
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CarMax
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United States
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Retail
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700 & Above Employee
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Business Analyst Intern - FP&A
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May 2023 - Aug 2023
• Conducted depreciation cost analysis on a key program offering and uncovered $60m in additional previously unknown yearly incurred expenses • Efficiently gathered data using SQL and Teradata to conduct a variety of analyses upon • Presented findings, recommendations, and next steps to key management stakeholders • Conducted depreciation cost analysis on a key program offering and uncovered $60m in additional previously unknown yearly incurred expenses • Efficiently gathered data using SQL and Teradata to conduct a variety of analyses upon • Presented findings, recommendations, and next steps to key management stakeholders
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Burgundy Farm Summer Day Camp
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United States
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Primary and Secondary Education
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1 - 100 Employee
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Office Coordinator
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May 2018 - Aug 2022
• Coordinated day-to-day operations of the camp office and trained 5 new office staff members while managing documents and administrative filings for over 1800 campers and 80 employees • Frequently communicated with parents regarding paperwork, daily camp activities, and answering any questions they have • Coordinated day-to-day operations of the camp office and trained 5 new office staff members while managing documents and administrative filings for over 1800 campers and 80 employees • Frequently communicated with parents regarding paperwork, daily camp activities, and answering any questions they have
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Ameriprise Financial Services, LLC
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United States
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Financial Services
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700 & Above Employee
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Client Services Coordinator and Paraplanning Intern
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May 2021 - Aug 2021
• Created model portfolios for clients and performed reallocation of over one hundred client investment accounts • Built over 60 client presentations: plan presentations and quarterly update meetings • Created model portfolios for clients and performed reallocation of over one hundred client investment accounts • Built over 60 client presentations: plan presentations and quarterly update meetings
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Education
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2020 - 2024
William & Mary
Bachelor of Business Administration - BBA, Finance -
2016 - 2020
St. Stephen's and St. Agnes School
High School Diploma
Community
