Will Ullman

About Will Ullman

Dependable. Trusting. Ambitious.I am a Junior at the University of North Carolina at Chapel Hill, originally from Wake Forest, North Carolina. I am on track to graduate with a bachelor\'s degree in Business Administration from the Kenan-Flagler Business School with a minor in entrepreneurship through the Shuford Program. I pride myself on my attention to detail and driven work ethic throughout my everyday life.At Carolina, I have made being involved in my community a priority as I am an active member of many clubs/organizations, including UNC Finance Society, Moneythink, and UNC Special Olympics. These clubs have resulted in self-growth and the opportunity to hold leadership positions, as I am currently the Vice President of Moneythink.For the past two summers, I have worked as an intern with Creoal Consulting in 2023 and Woodward Financial Advisors in 2024. Through these experiences, I have been able to develop my professional career and learn valuable knowledge about the consulting and wealth management industries. In my role with Woodward Financial Advisors, I oversaw client portfolios, conducted market research, and analyzed portfolio performance.As my academic and professional career progresses, I have aspirations to enter the wealth management industry or a similar finance field.

Experience

1. Incoming Credit Analyst

   Bank of America

   Aug 2025 — Present · Charlotte, NC, US

Education

• UNC Kenan-Flagler Business School

  Bachelor of Business Administration - BBA, Finance, Investment Management