Private Wealth Management Intern
Gained a deep understanding of the qualities it takes to be a proficient private wealth .associate by taking ownership of and assisting in solving complex financial needs for high-net worth clients.Delivered diligent insights to multiple wealth management advisory teams by presenting on relevant topics and undergoing intensive research to be reported directly to Bernstein’s senior leadershipDeveloped a network of elite financial professionals by joining advisors in client reviews, networking events, and prospecting meetings.Committed to becoming intellectually curious and well-versed in capital markets.