Jackson S.

I am a senior at the University of Florida studying Finance with a minor in Wealth Management. I have a 3.82 GPA, completed a wealth management internship with UBS, and have passed the SIE, Series 65, and Series 66 exams. My finance background includes investment concepts, financial planning, markets, and securities, and I have extensive experience using Excel for financial and data analysis, including XLOOKUP, SUMIFS, PivotTables, Power Query, and dashboards. I am new to formal tutoring, but…