William C. Druehl IV graduated from the University of Connecticut with a Bachelor of Science in Business with a major in Finance and an overall GPA of 3.4. He has experience in wealth management, sales research, and treasury through internships at Merrill Lynch, FactSet, and Xerox Corporation. Additionally, he held leadership roles as CFO of the Interfraternity Council and VP of Philanthropy for Kappa Sigma Fraternity where he established charitable events and managed budgets.

1. EDUCATION
University of Connecticut: Storrs, Connecticut
Bachelor of Science in Business
Major in Finance
Overall GPA 3.4/4.0; Major GPA 3.6/4.0; Dean’s List Fall 2014
2016 Level I Candidate in the CFA Program
EXPERIENCE
Merrill Lynch: Hartford, Connecticut
Wealth Management Client Associate
• Build cash flow models on Microsoft Excel and perform scenario analyses
• Consult with financial advisors regarding asset allocation and long-term planning
• Initiated consolidation of files to better serve the needs of clients
• Answer calls from clients, submit claims for class action settlements, study research reports
FactSet: Norwalk, Connecticut
Sales Research Intern
• Researched financial institutions and distinguished between their investment processes
• Identified products and solutions that fit the needs of prospective clients
• Presented company valuation analyses to former portfolio managers
• Familiarized myself with FactSet’s investment analytics platform
Stamford Yacht Club: Stamford, Connecticut
Launch Operator
• Communicated with incoming and outgoing watercraft in the harbor through radio
• Secured boats to the dock, transported members over water, monitored the mooring field
• Trained new employees all responsibilities for day and night shifts
Xerox Corporation: Norwalk, Connecticut
Junior Treasury Intern
• Shadowed the Cash Operations, Global Banking, and Corporate Finance teams
• Reconciled a global bank account database of over 1,500+ accounts
• Attended discussions with banks and participated in company conference calls
LEADERSHIP – UNIVERSITY OF CONNECTICUT
CFO: Interfraternity Council
• Handled the financial duties for the governing body of eleven fraternity chapters
• Maintained a budget surplus to protect against falling income and save for future expenses
• Reported weekly to chapter presidents about planned ventures and account balances
• Used funds to promote community outreach and subsidize philanthropic events
VP of Philanthropy: Kappa Sigma Fraternity
• Established a charitable wiffle ball tournament in partnership with Buoy Sports LLC.
• Suggested new ideas to the CEO of Buoy Sports LLC. to more effectively grow the company
• The CEO adjusted its marketing strategy and product offerings based on my proposals
• Raised money from community events to contribute to the Military Hero’s Campaign Fund
ACTIVITIES/CERTIFICATIONS
Merrill Edge Investment Account
• Routinely follow economic data and enter long strategies to grow the portfolio
HuskyTHON Dancer Representative
• Participate in an annual dance marathon for the Connecticut Children’s Medical Center
U.S. Coast Guard Limited Master Launch Tender License
WILLIAM C. DRUEHL IV
39 KENILWORTH DRIVE WEST • STAMFORD, CONNECTICUT 06902
CELL: (203) 912-7473 • WCDRUEHL@GMAIL.COM
June 2012 – Aug. 2016
Aug. 2014 – May 2015
Jan. 2014 – Dec. 2014
Jan. 2013 – Feb. 2016
May 2016
June 2015 – Aug. 2015
May 2015 – May 2016
June 2012
July 2011 – Dec. 2011
June 2013 – Present