William Toups

Financial Planning Intern at Carson Wealth-The Shobe Financial Group
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Contact Information
us****@****om
(386) 825-5501
Location
Baton Rouge, Louisiana, United States, US

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Credentials

  • Property and Casualty Insurance License
    Louisiana Department of Insurance

Experience

  • Carson Wealth-The Shobe Financial Group
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Financial Planning Intern
      • May 2022 - Present

      - Create and update client account summary reports for quarterly meetings - Update client cash flow and financial statements - Access annuity and insurance companies for updated contract statements - Experience with eMoney and Fi360 - Assist with pre-meeting preparation and follow-u for clients - Create and update client account summary reports for quarterly meetings - Update client cash flow and financial statements - Access annuity and insurance companies for updated contract statements - Experience with eMoney and Fi360 - Assist with pre-meeting preparation and follow-u for clients

  • Louisiana Economic Development
    • United States
    • Government Administration
    • 1 - 100 Employee
    • Intern
      • Oct 2021 - Apr 2022

      - Audit applications for eligibility from small businesses seeking certifications for development programs - Contact small businesses on information related to their applications - Audit invoices submitted from intermediaries and subcontractors for approval of reimbursements. - Audit applications for eligibility from small businesses seeking certifications for development programs - Contact small businesses on information related to their applications - Audit invoices submitted from intermediaries and subcontractors for approval of reimbursements.

  • Louisiana State University
    • United States
    • Higher Education
    • 700 & Above Employee
    • Student Researcher
      • Sep 2020 - May 2021

      - Research the COVID-19 protocols and safety measures that colleges and universities around the country had in place - Create documents compiling the data together to learn from and compare to LSU's countermeasures to COVID-19 - My research then switched towards COVID-19 vaccine numbers and distribution data at colleges and universities when the vaccine became relevant. - Research the COVID-19 protocols and safety measures that colleges and universities around the country had in place - Create documents compiling the data together to learn from and compare to LSU's countermeasures to COVID-19 - My research then switched towards COVID-19 vaccine numbers and distribution data at colleges and universities when the vaccine became relevant.

Education

  • Louisiana State University
    Bachelor's degree, Finance and Financial Management Services
    2020 - 2024
  • Louisiana State University
    Minor, Analytics
    2020 - 2024

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