Zachary Fairless
Senior Finance and Business Analytics Major at IU Kelley School of Business | Hutton Honors College
- Role
- Wealth Management Intern at Hinkson Wealth Management
- Location
- Troy, MI, US
- LinkedIn followers
- 500 followers
About Zachary Fairless
Going into my final year at Indiana’s Kelley School of Business, majoring in Finance with a co-major in Business Analytics. Motivated by a strong interest in wealth management and market analysis, I am committed to developing a better understanding of financial markets. Through an enriched academic experience at Kelley and the Hutton Honors College, I have developed a strong foundation in financial modeling and data analytics. I excel in team settings where feedback is encouraged and believe teams connected through common goals and values are imperative in the financial services industry. Transitioning into a career in this field is something I look forward to as it allows me to apply my experience and education, contribute to innovative solutions for clients, and be coached by financial professionals.
Experience
Wealth Management Intern
May 2024 — Present · Troy, MI, US
Digitized over 200 client records following FINRA’s regulations with record keeping, improving workflows between advisors and client service representatives - Ran client portfolio analyses to measure various metrics in yearly performance, deviations in risk preferences, and beneficiary updates for annual reviews - Prepared for and passed the Series SIE using Kaplan’s study program to increase the value of my contributions to daily staff meetings
Education
Troy High School
High School Diploma
2017 — 2022
Indiana University - Kelley School of Business
Bachelor of Science - BS
2022 — 2026
University College Dublin
Bachelor of Science - BS
2025 — 2025
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