Michael Wittlinger
Brunswick,OH
Summary
Interned as Financial Advisor with exposure to financial planning, wealth management, and investment strategies. Developed strong analytical skills while assisting in the creation of client portfolios. Strong communicator with a proven ability to build rapport with clients and support senior advisors in delivering personalized solutions. Eager to leverage internship experience and continue growing within a dynamic wealth management environment.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Financial Advisor Intern
Ohio Investment Partners
Fairview Park, OH
12.2023 - 01.2024
- Assisted senior financial advisors with client inquiries and requests.
- Assisted senior advisors in preparing detailed proposals for potential clients based on their objectives.
- Assisted in preparing client reports and presentations, ensuring clarity and understanding of proposed investment strategies.
Golf Caddy
Firestone Country Club
Akron, OH
04.2022 - 08.2024
- Obtained essential communication skills and learned how to network with a variety of golfers.
- Repaired divots, ball marks, and raked bunkers to increase course attraction.
- Assisted golfers with selecting clubs, choosing strategies, and lining up shots.
Education
BBA - Finance
The Ohio State University
Columbus, OH12-2024
Skills
- Excel spreadsheets
- Networking
- Relationship building and management
- Analytical thinking
- Multitasking
- Budgeting
Certification
- Securities Industry Essentials (SIE) - September, 2024
- NASAA Uniform Combined State Law Examination (Series 66) - January, 2025
Timeline
Financial Advisor Intern
Ohio Investment Partners
12.2023 - 01.2024
Golf Caddy
Firestone Country Club
04.2022 - 08.2024
BBA - Finance
The Ohio State University
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