1. Megan Preston
3960 Randolph Road, Janesville, WI 53546
Phone: 608-774-7788 E-Mail: preston.megan@uwlax.edu
Objective
I am seeking an internship or job in the wealth management financial field to assista team with analysis
and general financial activity.
Education
University of Wisconsin-La Crosse September 2014 – Present
College of Business Administration-Finance
GPA: 3.64
Joseph A. Craig High School September 2010 – June 2014
Valedictorian
Experience
Robert W. Baird June 2016 – August 2016, January 2017- Present
 Private Wealth Management Intern
o Researched stocks on Thomson One
o Created wealth reports on Morningstar
o Organized office events
o Assisted in customer service
Eagle’s Nest August 2015 – May 2016
 Server
o Trained 5 employees
o Assisted in customer service
UW-La Crosse Equestrian Team May 2015 - Present
 Vice President
o Coordinated travel plans
o Assist President in team coordination planning
Nasco June 2015 – August 2015
 Order Picker
o Utilized inventory system to track and complete orders
CSA Kids June 2013 – August 2014

2. Page 2
 Camp Counselor/ Gymnastics Coach
o Directed day care and summer camp for 13+ children
o Coached children in levels 2 and 3 gymnastics
Skills/Certifications
Microsoft Suite, Customer Relations, Customer Service, Organizational Skills, Time Management,
Thomson Reuters Eikon, Thomson One, Morningstar