Jeffrey Bulloch has a Bachelors degree in Finance from BYU and studied engineering at Dixie State University. He has experience as a financial representative intern at Northwestern Mutual where he acquired and managed high net worth clients. Bulloch also has experience leading teams and developing financial plans and marketing strategies as an intern at Wavio and Eli Kerk. Additionally, he volunteers his time assisting with surgical missions in Haiti and directing volunteers in Uganda.
1. Jeffrey E. Bulloch
865 Wymount Terrace, Provo, UT 84604
(435) 668 - 4043 • jbulloch5@gmail.com
EDUCATION
Brigham Young University – Marriott School of Management Provo, UT
Bachelors of science in Finance Apr 2018
Major GPA 3.82/4.00 GPA 3.62/4.00
Brigham Young Academic Scholarship
Member of the Finance Society, Corporate Finance Club
Dixie State University St. George, UT
Five Semesters of Engineering Aug 2009 – May 2011
GPA 3.66/4.00
Awarded Outstanding Achievement in Math by Dixie State University
EXPERIENCE
Northwestern Mutual Provo, UT
Financial Representative, Financial Consulting Intern Apr 2016 – Aug 2016
Secured internship position for #5 internship program as rated by Forbes.com “Top 10 great internships for 2016”
Acquired and managed 20 high net worth clients with $1M+ to invest
Developed financial plans on excel and specialized Financial planning software in conjunction with Certified Financial
Planners to assist clients with wealth accumulation, distribution, and preservation objectives
Wavio Provo, UT
Team Leader, Financial Intern Aug 2016 – Present
Create a pro forma income statement and balance sheet to monitor sustainable growth and measure leverage need
Supervise two groups of students in order to help develop the company marketing strategy and financial documents
Head the finance sector through pricing analysis in order to help ensure healthy growth
Bulloch Art Studio St. George, UT
Financial and Marketing Manager May 2015 – Present
Oversee process of bringing art to a producer for display in galleries and stores
Develop the marketing and the pricing for 15 pieces, creating the platform for the company to begin selling
Created market strategy which resulted in increased market penetration by 200% in a month through a redesigned website
Eli Kerk Provo, UT
Project Manager, Intern Aug 2015 – Dec 2015
Analyzed competitors use of social media for our pursuit to understand efficient marketing practices within the industry
Designed presentations for an international organization providing strategic instructions to increase organization’s visitors
Developed the marketing campaign currently being executed by the organization
VOLUNTEER SERVICE
Sionfonds for Haiti Haiti
Surgical Assistant Nov 2011
Assisted volunteer oral surgeons in humanitarian efforts to improve life of those in the community
Met with 300+ people in need over the period of a week
The Church of Jesus Christ of Latter-day Saints Kampala, Uganda
Volunteer Representative Aug 2011 – Aug 2013
Directed 20 multi-cultural volunteers; presented for training meetings and created an excel program to track performance
Increased the effectiveness of the group of volunteers by 300% through goal setting and lifting those around me
Maintained and helped others maintain 80+ work week for two years
SKILLS & INTERESTS
Exceptional at Microsoft Word, Excel, and PowerPoint. Have experience in VBA, HTML, ERDs, and SQL
Founded and managed a dog breeding company
Eagle Scout, Boy Scouts of America
Interests: Hiking, Wakeboarding, and Rock Climbing