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The Student Program at IMPACT® 2019

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The Student Program at IMPACT® 2019 AdvisorAdvisor Services Services The studentstudent pprogramrogram at IMPACT®® 20192017 SStudenttudent rresumesésumés The student program at IMPACT® At Schwab, we are committed to supporting the growth of the over $5 trillion Registered Investment Advisory (RIA) industry and advocating on the industry’s behalf to attract new talent. As part of this commitment, we created the Student Program at IMPACT. Since 2008, this program has enabled nearly 1,000 students and faculty from universities with strong business, finance, and financial planning programs to attend Schwab’s premier RIA industry event. While students and faculty enjoy the full IMPACT experience, they also participate in special events and programs that are specifically designed to help students make connections with advisors. The Student Union, located in the Exchange, is a great place to meet students and learn about the universities’ programs. Below is a schedule of when faculty and students from each university will be in the Student Union to discuss their program with advisors. Region University Date Time Kansas State University Tuesday, Mid-West Michigan State University 11:00 a.m. – 11:45 a.m. PT November 5 Texas Tech University Clemson University University of Georgia Tuesday, Southeast 6:00 p.m. – 6:45 p.m. PT Virginia Tech University November 5 Winthrop University Temple University University of Akron Wednesday, Northeast 12:30 p.m. – 1:15 p.m. PT University of Delaware November 6 William Paterson University Brigham Young University, Idaho Wednesday, West 1 University of Arizona 3:45 p.m. – 4:30 p.m. PT November 6 Utah Valley University California State University, Fullerton Thursday, West 2 San Diego State University 9:45 a.m. – 10:30 a.m. PT November 7 University of California, Irvine To further connect students and RIA firms, we are pleased to provide you with the resumes of the students attending IMPACT 2019 as our guests. Please feel free to peruse the resumes and reach out to students of interest to your firm. Best wishes in your talent search. Student resumes by university Student University Location Website resumes Brigham Young University, Idaho Rexburg, ID byui.edu View California State University, Fullerton Fullerton, CA fullerton.edu View Clemson University Clemson, SC clemson.edu View Kansas State University Manhattan, KS k-state.edu View Michigan State University East Lansing, MI msu.edu View San Diego State University San Diego, CA sdsu.edu View Temple University Philadelphia, PA temple.edu View Texas Tech University Lubbock, TX ttu.edu View University of Akron Akron, OH uakron.edu View University of Arizona Tucson, AZ arizona.edu View University of California, Irvine Irvine, CA uci.edu View University of Delaware Newark, DE udel.edu View University of Georgia Athens, GA uga.edu View Utah Valley University Orem, UT uvu.edu View Virginia Tech University Blacksburg, VA vt.edu View William Paterson University Wayne, NJ wpunj.edu View Winthrop University Rock Hill, SC winthrop.edu View IMPORTANT! Please Read: This listing of resumes from students attending IMPACT 2019 is intended solely for use by independent investment advisory firms that do business with Schwab Advisor Services™. The student program at IMPACT is designed to help educate and advocate for careers in the RIA profession, and connect college students with RIA firms. It provides no guarantees regarding the capabilities or suitability of students for employment. Please be aware of the following limitations: • Schwab does not make any representations or warranties concerning any of the students listed here and those attending the career fair, including without limitation, to the accuracy or completeness of their resumes or their ability to enter into or fulfill the requirements of any employment relationship. • Participation in the student program at IMPACT does not confer any certificate, credential, or evaluation on the participating student, and advisors should not construe their participation and inclusion in this listing as a recommendation to hire, an endorsement, or a sponsorship by Schwab. • You must decide whether to hire any individual and determine his or her appropriateness for you or your firm. • Schwab has not verified the information in any of the resumes and has not performed background checks or other due diligence on the students. Any verifications should be performed by your firm. Schwab Advisor Services™ (formerly Schwab Institutional®) serves independent investment advisors and includes the custody, trading, and support services of Schwab. Independent investment advisors are not owned by, affiliated with or supervised by Schwab. ©2019 Charles Schwab & Co, Inc. (“Schwab”). Member SIPC. All rights reserved. (1019-90JY) ELC96558-02 (10/19) Brigham Young University, Idaho Faculty information: Students resumes by name: Taft Dorman, Ph.D Addison Dickson Adjunct Faculty Larz Macfarlane [email protected] Anna Maiurnikova A DDISON D ICKSON [email protected] ● 360-367-6529 ● linkedin.com/in/addison-dickson6 EDUCATION Brigham Young University – Idaho Rexburg, ID Bachelor Degree in Business Finance (GPA: 3.7/4.0) Expected Graduation: Dec 2020 Related Coursework Into to Business, Financial Accounting, Business Fundamentals, Spreadsheet Analysis for Business, Micro Economics, Macro Economics, Personal Finance, PROFESSIONAL EXPERIENCE Vivint Solar Lehi, UT PV System Designer Sep 2015 - Jul 2016 • Analyzed data from surveyors to create detailed designs for 3 or more projects every day. • Forecasted the ideal places for 12+ solar panels, depending on the size of house, to best benefit the customer • Evaluated problems and created solutions enabling projects to be completed on schedule • Corresponded with 5 outside offices when needed to improve workflow LEADERSHIP, ACTIVITIES, HONORS Memberships & Certifications Certified Financial Planner: Candidate Expected Exam: July 2021 Financial Planning Association: Student Member Feb 1, 2019 Awards & Recognitions Eagle Scout Award, BYU-I General Scholarship Volunteer & Leadership BYU-I Wealth Management Society Secretary Aug 2018 – Apr 2018 Treasurer Apr 2019 – Aug 2019 The Church of Jesus Christ of Latter-day Saints Des Moines, IA Volunteer Representative Feb 2013 - Feb 2015 • Conducted weekly instructional meetings and supervised 6-8 volunteers • Developed skills in planning, teamwork, vocal communication, and conflict resolution ADDITIONAL INFORMATION Soft Skills High level of integrity, adaptable, detail oriented, advanced problem solver, time management, organized, multi-tasking, collaborative, excellent communicator, responsible, self-starter, Technical Skills Outlook, Excel, MoneyGuidePro Brigham Young University, Idaho Larz Macfarlane Rexburg, ID | (801) 3198473 | [email protected] | www.linkedin.com/in/larzmac ​ ​ EDUCATION Brigham Young University - Idaho - B.S. in Financial Economics Anticipated Graduation: Dec 2019 ​ ● Minor: European Languages through study of Danish, Swedish, Norwegian, and Spanish Boston University - Certificate in Financial Planning Anticipated Graduation: Sep 2019 ​ WORK EXPERIENCE Larzmac, LLC - Financial Consultant - Rexburg, ID Mar 2016 – Present ​ ​ ● Generate $100k+ of annual passive revenue for clients ● Review client cash and debt management plans semi-annually Provo City School District - Financial Analyst - Provo UT Jun 2015 to Jan 2019 ​ ● Automated workflows to program 20% of my position; reducing expenses and generating the funding for a new part-time support position ● Pioneered a financial literacy and planning program, resulting in increased participation in retirement funds ● Created a training system for all lead and financial secretaries, contributing to my receiving the Provo Way award for work outside my department ● Forecasted revenues and expenditures for programs across 18 sites on a GFoA award winning team Credit Corp Solutions, Inc - Debt Consultant -Sandy, UT Oct 2014 – Jun 2015 ​ ​ ● Successfully added clients to portfolio each month while being recognized as a top performer ● Compensated for being in the top 10% site-wide for reducing client’s debt totals, with average monthly reductions of 160% over each previous month for eight consecutive months. LEADERSHIP & VOLUNTEER EXPERIENCE Brigham Young University - Idaho - Personal Finance Instructor - Rexburg, ID Jan 2019 to Present ​ ● Weekly volunteer instruction for a rotating group of 14 students ● Taught modules on debt, budgeting, saving and charitable giving ● Counsel students on debt and budgeting in on-on-one in biweekly meetings BYU - Idaho Wealth Management Society- President - Rexburg, ID Jan 2019 - Present ​ ​ ​ ● Lead a society of 38 students through personal financial portfolio case studies, using MoneyGuide Pro, Portfolio Visualizer, Morningstar, Riskalyze, and Excel ● Mentor a group of four senior planners to lead their groups of nine junior planners each Provo Education Foundation - Treasurer - Provo, UT Aug 2015 – Dec 2019 ​ ● Created donor tracking and recognition system, resulting in increasing revenues by 30% ● Chaired a subcommittee of 5 to revise existing bylaws, improving recruitment by 50% ● Improved financial reporting through simplification, saving five minutes from every meeting Church of Jesus Christ of Latter-Day Saints - Danish Instructor - SLC, UT Sep 2012 – May 2018 ​ ● Personalized language instruction while working remotely ● Taught a rotating group of up to 12 executives and their senior staff PROFESSIONAL CERTIFICATIONS & MEMBERSHIPS Certified Financial Planner (CFP): Candidate - Examination
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