As a finance intern, I work with the staff at the warren office to learn all aspects of W3. I will help with administrative/operational duties such as answering phones, scanning documents, and assisting with meeting preparation. I will also help call fund companies, and check deposits and distribution requests. While working with Advisors I will attend client meetings and assist with developing and maintaining financial plans.
ACCREDITATIONS & EDUCATION
- Youngstown State University – B.S.B.A Finance, wealth management track. ( In progress)
- Ohio Real Estate license
HOBBIES & PERSONAL LIFE
- I am on a local women’s golf league at Bedford Trails.
- During the winter I enjoy skiing with friends.
"Try never to be the smartest person in the room. And if you are, I suggest you invite smarter people … or find a different room." — Michael Dell