Current senior at Saint Peter’s University majoring in Business Management while simultaneously achieving an accelerated Master’s of Science in Finance degree.
Location
Hoboken, NJ
Los Angeles, CA
Education
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Saint Peter's University
September 2023 - December 2024
degree
Master's
major
Finance
coursework
Advanced Macroeconomics
Advanced Microeconomics
Financial Ethics
Advanced Corporate Finance
S
SAINT PETER'S UNIVERSITY
September 2022 - December 2024
Work Experience
W
Wells Fargo Advisors
Wealth Management Intern
Los Angeles, CA, United States, 91671
July 2024 - present
company
Wells Fargo Advisors
title
Wealth Management Intern
overview
- Support senior wealth managers by analyzing portfolios, assessing performance, and allocating assets
- Gather detailed investment research and market trend analyses to support client recommendations and decision processes
- Participate in client meetings and contribute to the preparation of personalized strategies and financial plans
- Use financial modeling software and databases to form reports and presentations for internal and client-facing purposes
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Leap Brands Private Network
Business Development Intern
Whippany, NJ, United States
January 2024 - May 2024
N
New York Giants Professional Athlete
Assistant Chief of Staff & Financial Liaison
Edgewater, NJ, United States, 07020
January 2021 - May 2024
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LOS ANGELES MAYOR'S OFFICE
Business Development Intern to Chief of Federal and State Affairs (Breelyn Pete)