Intern
Champaign, Illinois, United States
-Determined cash flow, income, financial status, financial goals, monetary assets, and all other financial situations related to wealth management to help clients define and achieve their financial objectives.-Participated in the development of comprehensive financial plans for individuals and businesses based on their professional/work circumstances, life stage, and evolving financial needs.-Assisted with clients money transfer inquiries, assuring they were executed with high quality and in compliance with regulations.-Created and maintained weekly reports on clients payments, working with Excel and Customer Relationship Manager (CRM).-Communicated with clients concerning payments, authorizations, and meetings.