Grant Willis

- Large-cap core securities - Value investing principles - Primary responsibility over the Financials: Insurance sector - CUSP LinkedIn Student Manager

- Worked collaboratively with four other interns and individually developed 20+ reports using Microsoft Power BI for a summer-long capstone project. - Built a comprehensive understanding of Lockton's business model through networking with various individuals across several departments. - Participated in Talent Development sessions and Commercial Insurance discussions during robust intern programming, involving executives, unit leaders, and other Associates.

- Seminar in Finance: FinTech Product Development Practicum - Two part engagement: for credit course and intern role at First National Bank of Omaha's subsidiary: Milli. - Analyzed customer support channels to identify pain points, build empathy for customers, provide recommendations, and create user stories revolving around core products.

Spent a semester abroad in Rome, Italy, in which I broadened my horizons, immersed myself in local Italian culture, and travelled the world at any possible opportunity, experiencing 8 countries and over 25 cities. Took courses in International Business, Business Ethics, Leadership Skills, Introductory Italian, and Roman History.

- Effectively managed several receivable accounts relating to freight and non-freight invoicing across an array of business units and classifications. - Regularly analyzed account management processes and identified opportunities for efficiency gains and improved customer experience. - Independently conducted audits of thousands of approval forms and invoicing data, focusing on those past due, resulting in the successful capture of over $1.5 million in open highly aged receivables. - Implemented a tracking and documentation system to monitor progress, identify successful strategies, and refine approaches for continuous improvement in various job specific functions.

- Monitored 100+ members' grade point averages, undergraduate and pre professional endeavors, routine study hours, and new member academic education curriculum - Founded the Adam Carroll Selfless Leadership Scholarship, funded by the Sigma Alpha Epsilon Foundation - Awarded Scholarship Chapter of the Year by Creighton Fraternity and Sorority Life while actively holding the chair position

Tracked attendance to weekly chapter meetings and other events, educated others on the bylaws of the fraternity, and conducted judicial hearings for brothers who have violated fraternity policies.

Educated the new member class for the Fall semester of 2022 the ways of Alpha Kappa Psi for the Delta Pi chapter.

Creighton University's Heider College of Business