Jack Fraser Email & Phone Number

As an ambitious and dedicated undergraduate student pursuing a degree in Business Administration with a specialization in Wealth Management at the University of Florida's Warrington College of Business, I bring a passion for finance and a drive for excellence to every endeavor. My interest in wealth management stems from a genuine desire to assist individuals and organizations in achieving their financial objectives. I find the complexities of the financial markets fascinating and am adept at analyzing investment strategies to optimize returns while managing risk effectively.Through rigorous coursework and active participation in extracurricular activities, I have developed a comprehensive understanding of financial principles, investment analysis, and portfolio management techniques. Additionally, I have passed the Securities Industry Essentials (SIE) exam and am a part of the UF CFP Board-approved wealth management minor program, working towards obtaining the professional designation of a Certified Financial Planner (CFP) by 2025.I thrive in dynamic environments and possess the adaptability needed to navigate complex financial challenges successfully. I am excited to continue my pursuit of a career in wealth management, with a keen interest in personal financial planning, retirement planning, and various wealth management roles post-graduation.Please feel free to connect or reach out to jack.fraser@ufl.edu if you would like to discuss further. I am always eager to engage with individuals from whom I can learn and grow.

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  University Of Florida

  Business Administration And Management, General