I completed my capstone project at Oak Hill Wealth Advisors in Lansdowne, Virginia. - Gained in-depth knowledge of portfolio management strategies from analyzing and optimizing diverse investment portfolios to meet client goals- Participated in high-level meetings with industry leaders including Vanguard and Charles Schwab, gaining insights into institutional market trends and new products- Mentored by senior executives such as the managing principal, CCO, and CFO which taught me leadership, compliance, and financial operations skills- Attended client and prospect meetings which enhanced my understanding of client relationship management and wealth planning strategies- Leveraged tools such as Excel, Hubly, Calendly, and TradePMR to schedule meetings, manage workflows, oversee client accounts, and develop operational expense (OpEx) spreadsheets to support financial planning and firm operations