1. Home Address 25925 NE 1st
Place Sammamish, WA 98074
School Address 1080 Portola Ave San Jose, CA 95126
425-233-7543 daviswoerner@comcast.net
DAVIS WOERNER
EDUCATION
Santa Clara University: Santa Clara, CA Grade Point Average: 3.54
Bachelor of Science in Commerce, June 2018
Major: Finance Minor: Operations Management and Information Systems
PROFESSIONAL
EXPERIENCE
Fidelity Investments National Branch Internship Program Summer 2016
• Unlicensed Financial Representative working among four Fidelity branches.
• Learned fundamentals of investment and retirement planning.
• Shadowed Financial Consultants during portfolio advisory meetings with clients.
• Generated new customer opportunities from walk-in leads at branch offices.
• Worked with Fidelity’s information systems: Siebel CRM, Focus Point, XTRAC, and
Skype for Business.
• Communicated daily with national departments and local offices.
Internship at Altitude Life Science Ventures Summer 2013
• Studied private equity and developed an asset allocation model.
• Researched a start-up company studying its competition, market opportunities, and
potential.
ADDITIONAL
EXPERIENCE
Lifeguard Summers 2014, 2015
• Worked full-time as a lifeguard for the Plateau Club in Sammamish, WA.
• Promoted to Lead Lifeguard at the start of the 2015 summer.
• Responsible with three other lifeguards for up to 200 members on the pool deck.
• In charge of coordinating shifts and directing the lifeguard staff.
Basketball Referee for the Boys and Girls Club 2011-2013
LEADERSHIP
EXPERIENCE
Peer Educator 2016-Present
• Chosen by professor as a peer educator in Microeconomics.
• Facilitate student learning and understanding through review sessions and assisting
with homework.
Zeta Beta Tau Fraternity Founding Father 2015-Present
• Treasurer on the Executive Board in charge of budgeting, financial planning, and all
monetary decisions of the Fraternity.
• Previously served as the Recruitment Chair in charge of bringing in new members
and marketing the Fraternity.
Athletic Leadership Council 2013-2014
• Council of student athletes nominated by coaches and the Athletic Director for the
purpose of showing strong character and leadership at Eastlake High School.
VOLUNTEER
EXPERIENCE
Zeta Beta Tau Fraternity Community Service 2015-Present
• Monthly community service projects on campus and throughout the San Jose area.
Athletes for Kids 2012-present
• Volunteered for 400 hours, and growing, as a mentor to a little buddy diagnosed
with ADD, anxiety, depression, and sensory integration disorder.
Boys and Girls Club Summer 2012
• Volunteered for 200 hours over the summer of 2012
• Selected by the Senior Program Director to be the Club’s 2012 Youth of the Quarter.
PROJECTS Silicon Valley Urban Debate League (SVUDL) Expansion Team 2016
• Organized an on-campus event to generate student interest in SVUDL.
• Contacted Silicon Valley professionals across different industries to establish a new
mentor program for SVUDL.
Salesforce Company Project 2015-2016
• Generated analytical graphs and tables through the Salesforce platform to
summarize data, and present the information to Salesforce executives.