Sarah Bengali

Bachelor's

Business Administration

Pacific Capital

Wealth Management Intern

- Worked directly under the director of investment strategy who oversees over $550 million in client assets - Reviewed and implemented investment strategies as the market changes and client investment goals are updated, in order to optimize client's portfolio - Collaborated to prepare client proposals that led to the acquisition of clients who's combined assets totaled over $37 million - Analyzed client documents to devise strategies that decrease taxes on their income, assets and personal businesses - Accompanied the company's president and directors in client meetings, gaining first-hand experience in investor relations