Frederick Mucklow
1569 Russel Road Paoli,PA
Summary
Looking to utilize my exceptional interpersonal and analytical skills to acquire a position within financial planning, financial services, or investments. Motivated to learn and make a positive impact on any team or project that I am a part of.
Overview
3
3
years of professional experience
Work History
Wealth Management Intern
uFinancial Group
04.2024 - Current
- Participating in client meetings, effectively communicating investment strategies and recommendations.
- Collaborating with cross-functional teams to develop innovative solutions for complex wealth management issues.
- Studying/passing licensing exams (SIE, PA Life and Health).
- Contributing to business development efforts by identifying potential referral sources within existing networks of clients and prospects.
- Conducting thorough market research to identify potential investment opportunities and risks.
Intern
Diamond State Financial Group
01.2024 - 02.2024
- Built professional relationships with colleagues at all levels within the organization, strengthening interpersonal communication skills during the internship experience.
- Demonstrated adaptability by learning new software programs and tools quickly, enhancing overall efficiency within the intern role.
- Completed a case study/presentation on tailored individual financial plans
- Applied theoretical knowledge gained from coursework to real-world situations within the internship setting for improved understanding of industry practices.
Owner
Goose Gutters & Power Washing
06.2021 - 08.2023
- Founded and operated a profitable seasonal small business
- Management activities include creation of business plan, marketing and advertising plan, and incentive plan for existing client referrals
- Acquired customers and created trusted business relationships by providing honest service and incentives in hopes of scaling the business.
- Consulted with customers to assess needs and propose optimal solutions.
Assistant Carpenter
Schoolhouse Woodworking
12.2022 - 02.2023
- Apprentice to master carpenter, (host of show on Discovery channel called Stonehouse Revival).
- Reduced potential delays through proactive problem-solving when encountering unforeseen challenges during construction projects.
Intern
Merrill Lynch (senior Internship Project)
03.2021 - 06.2021
- Expanded knowledge in regards to finance, private wealth management, financial forecasting/analysis, and investments
- Gained valuable experience working within a specific industry, applying learned concepts directly into relevant work situations.
Education
Bachelor of Science - Finance, Financial Planning & Wealth Management
University of Delaware
Newark, DE05.2025
Skills
- Advanced knowledge in Microsoft suite
- Proficient in various programs / languages such as Tableau, R / RStudio, Python
- Knowledgeable within the growing AI industry and it’s uses
- Insurance Planning
- Retirement Planning
- Portfolio Management
- Financial software(s)
- Lead Generation / Sales
Activities
- Kappa Alpha Order (Vice President)
- Avid outdoorsman (skiing, fishing)
- Volunteer giving guidance to Type 1 diabetics
- Volunteer Delaware Food Bank
- Volunteer wrestling coach for the Conestoga Youth Wrestling
- Captain Conestoga Varsity Football Team/Varsity Wrestler Conestoga High School
Timeline
Wealth Management Intern
uFinancial Group
04.2024 - Current
Intern
Diamond State Financial Group
01.2024 - 02.2024
Assistant Carpenter
Schoolhouse Woodworking
12.2022 - 02.2023
Owner
Goose Gutters & Power Washing
06.2021 - 08.2023
Intern
Merrill Lynch (senior Internship Project)
03.2021 - 06.2021
Bachelor of Science - Finance, Financial Planning & Wealth Management
University of Delaware
Similar Profiles
Myles WadlingerMyles Wadlinger
Financial Planner at Ufinancial GroupFinancial Planner at Ufinancial Group
Michael Salvatore AlbergoMichael Salvatore Albergo
Wealth Management Client Associate at Merrill Lynch Wealth Management, Aguirre-Jankowski GroupWealth Management Client Associate at Merrill Lynch Wealth Management, Aguirre-Jankowski Group
Sheng WangSheng Wang
Senior Data Scientist/Algo Solution PIC at Daraz Group (Alibaba Group - Alibaba International Digital Commerce Group)Senior Data Scientist/Algo Solution PIC at Daraz Group (Alibaba Group - Alibaba International Digital Commerce Group)
Timothy J LeonardTimothy J Leonard
Logistics at AMERICAN RED CROSSLogistics at AMERICAN RED CROSS
Anthony GattoAnthony Gatto
Cybersecurity Solutions Communications Analyst at Atrium StaffingCybersecurity Solutions Communications Analyst at Atrium Staffing