Mindy Abraham, MS
Wealth Management Intern @ Willis Johnson & Associates
About
As a recent MS Finance graduate, I am on a mission to merge theoretical knowledge with practical expertise in the world of finance. My passion lies in corporate finance and wealth management, where I aspire to make impactful financial decisions that drive businesses forward and help individuals achieve their financial goals. I believe that the key to success in finance is not only about numbers but also about building meaningful relationships and understanding the unique financial objectives of each client or company. With a strong foundation in financial and quantitative analysis, combined with my excellent people management skills and quick thinking ability, I am prepared to excel in the finance field. I am prepared to contribute value to any organization with which I collaborate. I thrive in dynamic environments, embrace challenges, and continuously seek opportunities for growth and learning. I am enthusiastic about connecting with professionals in the finance industry, sharing insights, and exploring potential collaborations.
United States
Houston
Financial Services
Wealth Management Services, Family Wealth Management, Financial Analysis, Ycharts, Morningstar, Team Management, Mortgage Lending, U.S. VA Loans, Research, Customer Satisfaction, Customer Service, Interpersonal Skills, Bookkeeping, Cloud Accounting, QuickBooks Online, Customer Service Management
Experience
Wealth Management Intern
Willis Johnson & Associates
• Utilized advanced financial tools such as eMoney and Morningstar to meticulously analyze financial data • Conducted in-depth analysis of investment performance, using Dorsey Wright Point & Figure methodology, contributing to informed decision-making during investment committee meetings • Generated and interpreted performance reports, ensuring accurate and insightful presentations to aid strategic discussions • Developed and presented comprehensive financial plans, reviews, and reports, offering valuable insights to optimize clients' wealth management strategies • Created visually engaging materials to communicate complex financial ideas, showcasing commitment to clear and accessible client communication
Instructional Assistant
University of Houston
Houston, Texas, United States
• Organize learning environment, maintain resources, and grade homework and exams for 125 BBA students • Meet with students weekly to answer questions on course content and clarify assignments
Energy Research Intern
University of Houston
Houston, Texas, United States
• Collaborate with team of 5 to research strategies for increasing energy production and reducing carbon emissions in order to achieve net zero target by 2050 • Perform market analysis that takes energy availability and dependability into account • Conduct statistical analysis of data sets, using the JEDI model and StatTools
Graduate Assistant, Employer Relations and Development Team
University of Houston
• Review job postings and employer registrations within the CSM career platform • Recommend strategies for promoting jobs to students • Interview applicants for positions within the UCS team • Support the Employer Development and Relations Team of the Career Services Office that serves all UH students
Mortgage Loan Closer
Gregg & Valby, LLP
• Managed pipeline of ~30 loans weekly for law firm • Examined information critical to loan approval and refinancing process, including assets, credit, appraisals and surveys. • Ensured strict quality assurance of mortgages by working closely with loan officers, underwriters, and attorneys to guarantee compliance with Fannie Mae and Freddie Mac guidelines • Created closing packages, providing detailed, error-free documentation
Food Service Worker
Chick-fil-A Restaurants
Wichita Falls, Texas, United States
• Accepted payments from customers and give change and receipts. • Prepared and built food items according to standardized recipes and directions • Ensured safe storage of food, in compliance with food safety policies and procedures
Education
University of Houston, C.T. Bauer College of Business
Finance, General
Midwestern State University
Economics
Summa cum laude
Mindy Abraham, MS's Contact Information
Phone
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