As a financial planning intern, I am looking to learn about the financial world from all different angles. My role at W3 is to support the advisors and client service team. I will be helping with client paperwork, client data collection, and client correspondence.
I will also assist in general office administrative tasks. I hope to put into practice what I learn in the classroom to better understand my future career path.
ACCREDITATIONS & EDUCATION
- University of Akron - B.B.A. with specialization in Finance (in progress)
- Dean's list
- President's list
CLUBS & ORGANIZATIONS
- Vice President of U.A. Investment Club
- Member of U.A. Investment Banking Club
- Member of Northeast Ohio Student Venture Fund
HOBBIES & PERSONAL LIFE
- I enjoy playing and watching sports
- In my free time you can find me working out or reading