Cayden T. Pfundstein
Columbus
Summary
Wealth management professional with strong background in financial planning, investment strategies, and client relationship management. Adept at collaborating with teams to deliver tailored financial solutions, ensuring client satisfaction, and driving results. Known for adaptability, analytical skills, and client-focused approach in dynamic environments. Skilled in asset allocation, risk assessment, and portfolio management.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Wealth Management
Morgan Stanley
Columbus, OH
10.2025 - Current
- Navigate clients through the complex inheritance process for high-value estates and stock plan accounts.
- Facilitate seamless asset transitions to beneficiaries by maintaining proactive, clear communication via phone and email.
- Manage a high-volume portfolio of 100+ concurrent clients, ensuring meticulous attention to detail and exceptional service.
- Conducted in-depth financial analysis to assess investment opportunities and risk factors.
Financial Representative Intern
Northwestern Mutual
Columbus, OH
05.2024 - 10.2024
- Studied the methods behind financial planning and wealth management.
- Conducted in-depth client needs analyses covering insurance, investment, and retirement solutions.
- Applied consultative sales approaches, achieving early client acquisition milestones in a competitive environment.
Internship Program
Ameris Bank
Frederick, MD
06.2023 - 08.2023
- Obtained hands-on exposure to the mortgage-backed securities trading and secondary market operations.
- Assisted in evaluating bond structures, yields, and risk profiles to support investment decisions.
Education
Bachelor's degree - Finance
The Ohio State University
Columbus, Ohio05-2025
Skills
- Financial Planning
- Microsoft Excel
- Stock Analysis
- Data Analysis
- Risk Management
- Wealth Management
Certification
Life and Health Insurance License
Timeline
Wealth Management
Morgan Stanley
10.2025 - Current
Financial Representative Intern
Northwestern Mutual
05.2024 - 10.2024
Internship Program
Ameris Bank
06.2023 - 08.2023
Bachelor's degree - Finance
The Ohio State University
INVOLVEMENT
- Alpha Tau Omega, Beta Sigma Chapter, Standards of Excellence Executive Position, Annapolis, MD, 2022-01, 2023-08, Participated on the executive board within the chapter., Help ensure the academic success and achievements of the other members through teachings and guides throughout the year.
- Capstone Field Experience, Intern/St. Isidore Cyber Scholars Program Project, Baltimore, MD, 2020-07, 2021-08, Expanded my knowledge on the business side of a government-affiliated cyber security firm., Collaborated with a government-affiliated engineering and cyber security firm on STEM career readiness research and interviews.
SKILLS AND INTERESTS
Community Service: The Cardale Jones Fund | Casino Night | Lighthouse Shelter | Girls on the Run