Summit Wealth Partners
Finance Intern
Looking to apply my finance major, I took on the opportunity to engage and assist in the analysis and reporting process in the trading cycle of a wealth management company.
195
Stores Visited
invested in 100+ transactions
During my time as an intern at Summit Wealth Partners I had the opportunity to expand my knowledge based in the world of finance and wealth management. Below are a few of the responsibilities I oversaw during my internship:
Managed the initiative to setup a Separately Managed Account platform.
Redesigned quarterly statement outlay for client portfolios, used as a template for future statements.
Consolidated accounting statements for multi-business owners.
Prepared over 150 quarterly investment statements that were sent out to clients.
Junxure database entry and organization of the client and partner database.
