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Wealth Management Associate Intern
Jul 2019 - Sep 2019
Reengineered the holding of three of the standard portfolios adjusted by utilizing money-management software, which realized an average IRR of 14.3% amongst all portfolios. Participated in eight corporate client meetings to assess the unique risk tolerance and financial needs through 40 private client meetings directly with firm President.
Financial Sales Intern
Jul 2018 - Sep 2018
Competed in nationwide trading competition managing $500,000 for a total of two weeks which ended in an annualized gain 390% and earning top overall performance amongst more than 450 other competitors. Utilized client management software (including Salesforce.com amongst others) to prepare advisors with appropriate information for client meetings