Skip to main content
Joseph Thornberry

Joseph Thornberry

Dedicated student trying to pave a path to a wealth management career

Talent
LovelandMember since October 14, 2026
QuickBooksFinancial ManagementFinancial ModelingMicrosoft ExcelPowerpoint PresentationsArtificial IntelligenceAutomation
·

Hire this person

Send a job offer directly to this candidate

QuickBooksFinancial ManagementFinancial ModelingMicrosoft ExcelPowerpoint Presentations

About

I am a junior finance major from Loveland, Ohio, a suburb of Cincinnati. I love to travel and experience new opportunities that come my way. I am currently aspiring to work in the wealth management industry because no day is ever the same. Markets change almost every day, and I believe studying those changes and patterns in companies is a very unique part that you cannot find in any profession.

Experience

AI Intern at Steel Partners Holdings (2026-08 – Present)

  • Automated recognition-program materials from Microsoft Forms survey data for a company employee-engagement program
  • Created 10+ Claude skills for the company to use for day-to-day activities to speed up processes to save $10000+ yearly
  • Was nominated by coworker and boss for a core values award for teamwork

Data Compliance Intern at Steel Partners Holdings (2026-05 – 2026-08)

  • Review and reorganize hundreds of boxes of business records, improving the existing categorization and filing system
  • Logged findings in Excel to produce tracking reports referenced by multiple departments for recordkeeping and compliance
  • Built an automation that audits 1000+ of records boxes in minutes, reducing manual audit time by hundreds of hours

Intern at Welling LLC (2025-01 – 2026-01)

  • Gained basic knowledge of the QuickBooks accounting system
  • Provided help in the shipping and customer service aspects of the company
  • Learned principles and helped with project estimation and inventory management

Outside Operations Attendant/Caddie at Kenwood Country Club (2022-03 – Present)

  • Retained 20+ customer relationships, resulting in increased caddie commitments and referrals
  • Responsible for interacting with 400+ members daily to make sure needs are met
  • Trained 10+ employees for bag room duties and mentored them for the first few months on the job

Education

Bachelor of Science in Finance – Miami University Farmer School Of Business (2027-12)

Reviews

Related