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Cade Kreps

FINANCE INTERN

Overview

As an intern, I assist with office administration duties as well as shadow planners and assist in case design, proposal preparation, and data entry. I also provide operational support such as contacting fund companies, updating data, and opening new accounts. I am enjoying this opportunity because I love helping others reach their financial goals. My colleagues at W3 are very supportive and help me grow as a professional every day.

ACCREDITATIONS & EDUCATION

  • Youngstown State University - B.S. Financial Planning & Services
  • YSU 2022 SAAC (Student-Athlete Advisory Committee) representative

HOBBIES & PERSONAL LIFE

  • I am a student athlete on the Youngstown State University Golf Team
  • I am an older brother to Cameron and Ryder and enjoy spending time with them and my yellow lab, Ruby.

FAVORITE QUOTE

“Everything negative – pressure, challenges – is all an opportunity for me to rise” -Kobe Bryant

Cade Kreps <br>- Finance Intern -

330-856-6345

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