FINANCIAL PLANNING INTERN
As W3'S Financial Planning Intern, I will be assisting in the development of financial plans and presentations for meetings. I will also be working on reporting mail, enhancing our welcome kit for new clients, updating beneficiaries, and tracking Required Minimum Distribution. I look forward to expanding my knowledge of the finance industry and preparing for a career as a CFP, as well as networking with clients and assisting them with any financial dilemmas that are occurring in their lives.
ACCREDITATIONS & EDUCATION
- Junior Finance major on the Certified Financial Planner Track at Youngstown State University
- President of Theta Chi Fraternity on campus
HOBBIES AND PERSONAL LIFE
- I am 20 years old and from Kinsman, Ohio.
- I love to play soccer (on an intramural team at school) and going to the gym.
"In three words I can sum up everything I've learned about life: it goes on." -Robert Frost