HELLO, MY NAME IS

Keagan Williams

Finance Student

keaganw@email.sc.edu
703-763-6977

About Me

I am a Finance and Management student at the University of South Carolina, preparing for a career helping people build a stronger financial future.

An analytical mindset. A personal approach.

As a senior graduating in May 2027, I am building a foundation in financial analysis, investments, and business management. My interest in financial planning comes from the opportunity to combine analytical work with meaningful relationships—understanding what matters to people and helping them work toward their goals.

Through my internship with Elevate Financial Planning, I have gained experience in client outreach, supported portfolio analysis, and helped prepare presentations based on clients’ assets and financial goals. These experiences have strengthened my communication skills and shown me the importance of making financial information clear and relevant. I am seeking an entry-level opportunity where I can contribute, learn from experienced professionals

Skills

Financial Analysis

0 %

Client Relationship

0 %

Business Development

0 %

Portfolio Construction

0 %

My Experience

2026

Elevate Financial Planning

Financial Planning Intern

Support business development through prospective-client outreach and lead generation. Help prepare presentations based on clients’ assets and financial goals, while gaining exposure to portfolio analysis and the financial-planning process.

2024-2026

Server

Cheesy Pint

Provide attentive service in a fast-paced restaurant environment while balancing competing priorities and working closely with teammates. Build communication and problem-solving skills by listening to guests, responding to concerns, and maintaining a positive experience under pressure.