Financial Consultant Intern
Social Gem LLC
05.2023 - 08.2023
- Sorted, organized and curated files, spreadsheets, and reports.
- Assisted client with preparing financial plans, conducting investment research, and budgeting with regards to plans for future expansion.
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Reconciled and corrected issues with financial records.
- Collaborated with client to answer questions and provide advice on tax matters.