Benjamin Armstrong

Bachelor's

Finance

Risk Management

LPL Financial

Private Wealth Intern

• Conducted hundreds of personalized portfolio proposals, strengthening both analytical and interpersonal skills • Increased AUM by nearly $600k through direct client acquisition and effective relationship management • Communicated investment strategies and market insights clearly to clients and advisors, ensuring financial goals were aligned • Utilized financial planning software to deliver scenario analysis and strategic recommendations • Collaborated with a team of advisors, demonstrating strong teamwork and adaptability in a high-paced financial environment