Intern
Three Cord True Wealth Management
06.2024 - 08.2023
- Supported the team in preparing tax documents and financial reports
- Utilized financial tools like QuickBooks, Onvio, WealthBox, Asset Map, ClientWorks, and Sureprep to manage client data and enhance service efficiency
- Assisted in preparing and organizing client portfolios, ensuring alignment with their financial goals and risk tolerance
- Helped improve internal processes by leveraging automation tools and software to increase operational efficiency