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Dynamic investment management intern with experience at Wells Fargo Advisors, skilled in Microsoft Excel and fundamental analysis. Successfully supported portfolio management decisions through market research and financial analysis. Proven adaptability and collaboration in team settings, enhancing sales processes and client relations. Seeking to leverage analytical skills and teamwork in a challenging finance role.

 Experienced Wealth Management Advisor with outstanding knowledge of Investment Operations, Financial Planning & Analysis, Investment Modeling and Client Relationships. Committed to financial success for everyone involved in large and small scale investments.  Organized and dependable candidate successful at managing multiple priorities with a positive attitude in a fast paced working environment. Willingness to take on added responsibilities to meet team goals. 

Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. Experienced in assisting clients to achieve financial comfort.

Dynamic and results-driven professional with internship experience at Greystone Financial Group, excelling in financial research and client relationship management. Proven ability to enhance investment strategies through data analysis and deliver exceptional customer service, fostering strong client connections. Adept in Microsoft Excel and skilled in effective communication, ensuring compliance and operational excellence.

Erica Hur

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Investment and Wealth Management Research Intern

Economic Development Intern

Retail Sales Associate

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Candidate For Bachelor's in Economics & Statistics -

High School Diploma -

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Investment and Wealth Management Research Intern

Economic Development Intern

Retail Sales Associate

Candidate For Bachelor's in Economics & Statistics -

High School Diploma -

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