Ian Wilson

Wilson.ian1995@gmail.com

Education

University of Massachusetts Amherst Amherst, MA

School of Natural Science May 2017
Bachelors of Science in Mathematics
• Major: Mathematics with concentration in Actuarial Science
• Achievements Fall 2014: Dean's List, Commissioners Honor Roll
• Relevant Courses: Math of Finance, Statistics I&II&III, Econ I&II&III
Los Angeles County Office of Education Los Angeles, CA
District Intern Credential Program Fall 2019- Current
Single Subject Teaching Credential in Mathematics

Experience

First Republic Bank Los Angeles, MA

Client Service Associate March – June 2019
• Research market trends and fund managers
• Participate in monthly portfolio updates
• Prepare asset allocation and materials for client meeting
• Responsible for duties such as trading, asset allocation, and account maintenance
• Handle all ad-hoc responsibility for clients including account opening and money movement
Brown Brothers Harriman Boston, MA
NAV Analyst August – March 2018
• Analyze mutual funds day to day movement while targeting the source of large movements
• Investigate news on mutual funds that could affect the final NAV
• Confirm any sizable price changes with Bloomberg and IDC
• Escalate any irregular activity to manager for further investigation
Willis Towers Watson Boston, MA
Consulting Actuarial Intern June- September 2016
• Research competitive benchmarking analysis of benefit design plans
• Perform annual pension and post-retirement medical valuations for a variety of clients
• Fulfilling tasks such as completing benefit calculations, reviewing plan documents, and producing benefit statement
• Assist with forecasting and investment studies
Activities

NCAA Division 1 Swimmer September 2013 – May 2017

Backstroke and Sprint Freestyle
• Freshman walk-on with high aspirations which lead to being an A-10 Finalist and being voted most improved by team
• Achieve high levels of self-motivation, drive, and energy while upholding mental focus to perform under pressure
• Demonstrate leadership and team-building skills by providing help and support for teammates through tutoring in
academics and encouraging team unity and spirit during practice
• Enhance excellent time-management skills by balancing rigorous athletic schedule with an above average course load

Special Olympics Summer 2008-2014

Swim Instructor
• Taught athletes new swimming techniques
• Strengthened athletes physical and communication skills
• Demonstrated and explained concepts in different ways to ensure understanding
Skills
Computer: MS Word, MS Excel, Java (beginner), SAS (beginner), R(beginner)
Interests: Swimming, Fishing, Beach, Hiking, Mixed Martial Arts, Pets