Ria Affiliation (Corporate Strategy) Intern
San Diego, California, United States
- Assisted in the implementation of strategic projects, ensuring alignment with corporate goals and objectives.- Collaborated with cross-functional teams (QA/QC, Advisor Onboarding/Transitions) to gather and analyze financial data, facilitating data-driven decision-making processes.- Participated and led final presentation proposing ways in which the RIA team could better function and interact with advisors. - Demonstrated proficiency in utilizing strategic management tools and… Show more - Assisted in the implementation of strategic projects, ensuring alignment with corporate goals and objectives.- Collaborated with cross-functional teams (QA/QC, Advisor Onboarding/Transitions) to gather and analyze financial data, facilitating data-driven decision-making processes.- Participated and led final presentation proposing ways in which the RIA team could better function and interact with advisors. - Demonstrated proficiency in utilizing strategic management tools and methodologies to enhance overall organizational effectiveness. Show less