Verified recordHigher Education

James Buck

Equity Analyst at The Bowden Investment Group

Based in Boone, United States

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Seniority

Staff

Department

Finance & Accounting

Location

Boone

Industry

Higher Education

Company size

22

Contact information

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Email

1 credit

j•••••••@finance.appstate.edu

Phone

5 credits

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Background

About James Buck

I am currently working towards a Bachelor of Science in Business Administration, majoring in Accounting and minoring in Finance & Banking from The Walker College of Business at Appalachian State University. During my second year at Appalachian State, I was accepted the Bowden Investment Group. During my time I will manage a fund with a group of other selectively chosen students to try and beat the S&P 500. During this next year, we will pitch to junior and senior fund advisors on equity investments using careful and well researched proposals. This past summer I was an Intern at Fidelity Investments in the institutional investment department. Here, I learned the value of relationship management. I gained an insight on strategies that industry professionals use to engage clients in a meaningful and constructive way. My professional journey includes pivotal roles at SummitPay in Boone, NC, where I served as an Organizing Member. Here, I excelled in financial analysis, client consulting and negotiation, presenting proposals and working closely with small business. Currently, as a Council Member at the Institute of Management Accountants, I contribute actively to local business projects like the Firelight Consulting Project. Also, as a member of the Finance Student Association, I engage in networking, skill-building, and competitions to deepen my industry knowledge. Certified at the Basic preparer level of the IRS Volunteer Income Tax Assistance Program, I help local individuals with their Federal and state tax returns. I have also achieved a certification as Microsoft Office Specialist. With a passion for excellence and a commitment to continuous learning, I am eager to leverage my diverse skill set and experience to contribute to dynamic teams and drive impactful results in the accounting and finance sector. Let's connect and explore opportunities to collaboration.

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