Summary
Overview
Work History
Education
Skills
Timeline
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James Cooley

Pikeville

Summary

My name is James Cooley, and I am currently a junior at the University of Kentucky, studying Finance. I am very passionate about my strong work ethic. I have gained valuable knowledge in the financial industry by interning and working for wealth management and accounting firms. I bring a diverse skill set to every project I take on, which allows me to dedicate all of my skills toward excellence. I'm very eager to bring my skills and determination to company that values hard work and dedication.

Overview

5
5
years of professional experience

Work History

Wealth Management Intern

Williamson Financial Services
Pikeville
05.2024 - 08.2025
  • Conducted market research to identify investment opportunities for clients.
  • Collaborated with team members to enhance service delivery processes.
  • Presented information regarding investment opportunities at conferences.
  • Conducted research on current market trends and economic conditions for clients' investment decisions.

Bottling Technician

Brothers Wright Distilling Co.
Pikeville
06.2024 - 07.2025
  • Operated bottling machinery to fill and seal bottles efficiently.
  • Prepared bottles and labels for the filling process.
  • Conducted routine cleaning and maintenance of bottling equipment.
  • Collaborated with team members to ensure smooth operation of production line.
  • Kept work area organized and maintained inventory of supplies needed for bottling tasks.

Bookkeeper

Cooley Accounting Tax & Services
Pikeville
08.2020 - 07.2023
  • Maintained organized filing system for invoices and receipts.
  • Reconciled bank statements to ensure accuracy of accounts.
  • Supported payroll processing by gathering employee time records.
  • Collaborated with team members to streamline bookkeeping procedures.
  • Performed basic accounting, payroll and bookkeeping services to manage business operations.

Education

BBA - Finance

University of Kentucky
Lexington, KY
05-2027

High School Diploma -

Pikeville Highschool
Pikeville, KY
05-2023

Skills

  • Market research
  • Financial analysis
  • Investment strategies
  • Team collaboration
  • Data presentation
  • Client communication
  • Basic accounting
  • Time management
  • Cash flow analysis
  • Microsoft Excel
  • Problem-solving
  • Ethical judgment

Timeline

Bottling Technician

Brothers Wright Distilling Co.
06.2024 - 07.2025

Wealth Management Intern

Williamson Financial Services
05.2024 - 08.2025

Bookkeeper

Cooley Accounting Tax & Services
08.2020 - 07.2023

BBA - Finance

University of Kentucky

High School Diploma -

Pikeville Highschool

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