Valparaiso University

St. Mary's School of Medford

Professional Caddie on PGA Tour

Valparaiso, Indiana, United States

- Caddying for my oldest brother, Dylan Wu, on the Korn Ferry Tour
- Supporting his journey and lifetime goal to make it on the PGA Tour

Korn Ferry

Professional Caddie

- Part of EY’s Diversified Staff Group (DSG), a rotational program within the Financial Service Office (FSO) that included rotations in State and Local Tax (SALT) and Wealth Asset Management (WAM)
-  Responsible for updating provision data for Mutual Funds, Private Equity Groups, and Hedge Fund clients using EY tax software
- Executed work on federal and state Schedule K-1 forms and tax returns for Partnerships (Form 1065) and Corporations (Form 1120)
-  Adjusted to working remotely from home while maintaining efficient communication with my teams

FSO Tax Staff 1

- One of seventy-seven participants selected to participate in EY’s competitive Global Student Experience (GSE) internship program to work four weeks at an EY office abroad.  (Kingston, Jamaica)
- Responsible for preparing  tax returns and tax related documents for EY clientele
- Handled both federal and state Schedule K-1 forms and tax returns for Partnerships (Form 1065) and Corporations (Form 1120)
- Updated and rolled forward Excel analyses supporting taxable income and apportionment calculations, respective state modifications, and book-to-tax differences

FSO Tax Intern

- Part of a six member team managing wealth for 400 families.
- Worked directly with Senior Financial Advisors in preparing client data and reviews.
- Completed technology training to learn Wealth Management resources as well as developing new strategies for business efficiencies.

Morgan Stanley

Wealth Management Intern

- Work well under pressure in handling demanding customers and situations
- Comfortable with utilizing my communication skills with customers and co-workers

Jeremy Wu