1. Meagan A. Moe
5242 Harvard St, Lubbock, TX 79416 | (210) 381-0398 | meagan.moe@ttu.edu |
https://www.linkedin.com/in/meaganmoe
EDUCATION
Texas Tech University, Lubbock, Texas Anticipated Graduation: December 2017
Bachelor of Science in Personal Financial Planning, GPA 3.865
Minor in Business Administration
Semester at Sea, Study Abroad, Global Experience January 2016- April 2016
University of Virginia, GPA: 3.5
EXPERIENCE
Teamwork Financial Advisors, San Antonio, Texas June 2016- August 2016
Assistant/Intern May 2015- August 2015
• Scheduled meetings with clients via phone and email, developing communication skills
• Compiled sequential income planning spreadsheets prior to initial client meetings to create a broad
overview summary for future planning
• Continually updated eMoney platform with client information and worked with Morningstar reports
• Built and maintained relationships with co-workers and many of the firms’ clients
Kappa Kappa Gamma- Delta Psi Chapter, Texas Tech University, Lubbock, Texas 2013-Present
Treasurer (2015-2016)
• Prepare or direct preparation of financial statements, business activity reports, financial position
forecasts, annual budgets to send to nationals
• Examine budget estimates for completeness, accuracy, and conformance with procedures and
regulations
• Enact dues to be paid by members and allocate the funds to nationals and other sectors of the
organization
HONORS
Semester at Sea Alumni Scholarship, Institute for Shipboard Education 2016
Study Abroad Competitive Scholarship, Texas Tech University 2016
President’s Honor List, Texas Tech University 2014- 2016
Dean’s Honor List, Texas Tech University 2013- 2014
VOLUNTEER WORK
CCAV Lubbock- VITA Tax Preparer Volunteer, Lubbock, Texas January 2016- Present
• Prepare basic tax returns for the people of Lubbock, Texas
ORGANIZATIONS
Personal Financial Planning Association, Texas Tech University 2015- Present
Toastmasters, Texas Tech University 2016- Present
Rho Gamma Team- Panhellenic Member, Texas Tech University 2015
