Open to opportunities

Walker Enck

@walkerenck

Message

I'm a finance student supporting wealth advisory, accounting, portfolio data, and client service operations.

United States

Message

What I'm looking for

I'm looking for a finance opportunity where I can support client-focused advisory or accounting work, apply Excel and NetSuite skills, and continue growing through hands-on exposure to financial analysis, portfolio reviews, and business operations.

I've supported Coastal Bridge Advisors, Legacy Wealth Management, and Strategic Resource Management with portfolio data, client records, accounting operations, and financial reporting.

At Coastal Bridge Advisors, I gathered and organized client portfolio metrics for Wealth Advisor presentation decks, completed data-cleansing and CRM updates, and participated in executive briefings on advisory practices and firm operations. At Legacy Wealth Management, I verified client profile records, supported 401(k) contribution collection, and gained exposure to client meetings, investment strategy, and retention discussions.

At SRM, I processed accounts payable, managed accounts receivable, assisted with 13-week cash-flow forecasting, completed bank reconciliations, and reviewed monthly financial statements using NetSuite and Excel.

My customer-facing roles have strengthened my ability to communicate clearly, solve problems calmly, and support people with professionalism. I'm pursuing a Bachelor of Business Administration in Finance at the University of Memphis.

Experience

Work history, roles, and key accomplishments

Stocker

Corks Liquor Store

Jan 2022 - May 2026 (4 years 4 months)

Assisted customers with product questions and purchases. Organized and restocked inventory efficiently.

Customer Service Inventory Management Merchandising

Finance Intern

Coastal Bridge Advisors

Jan 2026 - Apr 2026 (3 months)

Gathered and organized client portfolio metrics to assist Wealth Advisors in preparing clear, data-backed presentation decks. Tackled time sensitive operational projects, including data cleansing, and CRM updates, to improve team workflow efficiency.

Data Analysis CRM And Presentations Portfolio Management Operational Efficiency

Finance Intern

Legacy Wealth Management

Sep 2025 - Nov 2025 (2 months)

Completed a project verifying and updating critical profile records to support niche client outreach and target marketing. Supported Wealth Advisors with gathering 401k contributions from various brokerage firms.

Data Verification Client Relationship Management Marketing Support 401K

Accountant and Finance Intern

Strategic Resource Management

May 2025 - Jul 2025 (2 months)

Processed accounts payable invoices, verified documentation, and prepared payments. Managed accounts receivable, assisted with cash flow forecasting, and conducted monthly financial statement reviews.

Accounts Payable Accounts Receivable Cash Flow Forecasting Bank Reconciliation Financial Statements NetSuite Excel