Professional Experiences

JANNEY MONTGOMERY SCOTT LLC

Wealth Management Intern – Retirement Plan Advisory

• Executed data mining projects using Fi360 and Envestnet to provide better insight on clients’ portfolios and prospective clients’ needs
• Created Excel templates to improve aesthetics and efficiency in daily team operations
• Reviewed and learned about different types of retirement investment products with Senior team members

June 2023 – August 2023

• Planned, prepared, and hosted annual mid-year reviews for over 125 households ($150mm+ AUM)
• Processed transactions, monitored investments, and reconciled account statements
• Engaged in daily communications with high-net-worth clients, responding to inquiries and ensuring that needs are met
• Analyzed financial data and prepared reports to assist the Financial Advisor in creating and implementing financial plans in clients’ best interests

• Worked on a team with Analysts and Senior Vice Presidents to create presentations aimed at prospecting new clients and maintaining existing relationships

• Analyzed off list holdings and provided portfolio rebalancing solutions
• Reviewed account models with Investment Associates to execute trades on accounts

• Participated in weekly investment, market overview, and discretionary distribution committee meetings