Claire Deak

Emerging finance professional with hands-on exposure to Private Wealth Management through a recent internship, where I supported client relationship efforts, observed investment discussions, and contributed to marketing initiatives. Gained foundational experience in areas such as investment research, client communication, and business development. Eager to deepen my knowledge and skills in financial advising through a structured, mentorship-driven program focused on training, licensing (Series 7, 66, CFP), and real-world application. Excited to grow within a dynamic, client-focused environment and build a long-term career as a trusted Financial Advisor.