William Alt

Finance Associate

Education & Professional Designations

Ohio State University- BSBA Finance and Accounting Specialization – 4.0 GPA
FINRA SIE License
Lebanon High School — Salutatorian

Memberships & Community Involvement

The Oval Financial Forum — Co-founder/Editor-in-Chief
Delta Sigma Pi Professional Business Fraternity — Active Member
Undergraduate Finance Association — Active Member

About William

I am a Finance Associate with W3 Financial Group, where I assist the team in supporting client needs while gaining hands-on experience in the financial services industry. Through my internship, I am expanding my knowledge of wealth management, client service, and the day-to-day operations involved in helping clients work toward their financial goals.

Hobbies and Personal Interests

Outside of work and school, I enjoy staying active through lifting, basketball, pickleball, and hiking. I also enjoy following baseball and the financial markets, playing guitar, spending time with friends and family, and exploring new places.