Adam Schwager
Incoming Trust Reporting Analyst @U.S. Bank
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WORK HISTORY
Incoming Trust Reporting Analyst @U.S. Bank
Boston, MA, US
EDUCATION
University of Massachusetts Amherst
Bachelor of Business Administration - BBA, Finance
Isenberg School of Management, UMass Amherst
Bachelor of Business Administration - BBA, Finance, General
ABOUT ADAM SCHWAGER
As a Rising Senior in the Isenberg School of Management at UMass Amherst, I am pursuing a BBA in Finance with a track in Financial Analysis. I am also working towards a Business Data Analytics Certificate. With a strong academic foundation, including a 3.89 GPA, I have developed skills in financial analysis, investment evaluation, and risk management. My experience in data analysis, financial reporting, and financial modeling further supports my ability to make informed, strategic decisions. Beyond academics, I have gained hands-on experience in Finance and Client Service through various roles — including a Financial Analyst Internship at PFM this past summer. There, I supported municipal bond transactions, conducted credit and debt analyses, and contributed to strategic advisory work through research and financial modeling. I have also served as Treasurer for the UMass House Council and worked in client-facing roles like Caddying, developing strong communication and relationship management skills. I am eager to connect with professionals in the Finance industry and explore opportunities to grow and contribute in meaningful ways.
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