
Joseph Thornberry
Dedicated student trying to pave a path to a wealth management career
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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)
