WILL STAHLKOPF
Madison,WI
Overview
3
3
years of professional experience
Work History
Wealth Management Intern
CLF Asset Management
01.2025 - 04.2025
- Generated comprehensive tax reports, conducted compliance evaluations, and performed risk assessments to assist financial planning efforts.
- Verified advisor transactions, client data, and scheduling to ensure accuracy and consistency.
- Assessed client portfolios with Morningstar Advisor Workstation to refine asset allocation and develop tailored strategies.
Financial Planning Intern
AERIE Preferred Financial Group, LLC
08.2024 - 12.2024
- Updated accurate client data within MoneyGuide Pro.
- Maintained detailed documentation on all client interactions, ensuring easy access to information when needed.
- Supported the development of marketing materials for prospective clients, highlighting the benefits of our firm's services.
Seasonal Worker
Oak Creek Department of Public Works
05.2024 - 08.2024
- Performed regular pruning and trimming of trees and shrubs, resulting in a healthier and more attractive landscape for the community.
Seasonal Inbound Merchandise Expert
Target
06.2022 - 05.2024
- Coordinated the unloading of 4 A.M. inbound trucks ( during Summer & Winter breaks), while managing time effectively and prioritizing tasks according to urgency.
- Arrange and analyze the re-stocking of goods independently as well as collaboratively within a team environment to achieve daily goals.
- Developed strong interpersonal skills such as active listening, empathy, and conflict resolution to guarantee customer satisfaction.
Education
Bachelor of Science - Personal Finance
University of Wisconsin, Madison
Madison, WI05-2025
Skills
- Skilled in financial planning tools including Morningstar and MoneyGuide Pro
- Multitasking and organization
- Critical thinking and problem solving
- Data analysis in Excel
- Adaptability and flexibility
- Customer Service
Timeline
Wealth Management Intern
CLF Asset Management
01.2025 - 04.2025
Financial Planning Intern
AERIE Preferred Financial Group, LLC
08.2024 - 12.2024
Seasonal Worker
Oak Creek Department of Public Works
05.2024 - 08.2024
Seasonal Inbound Merchandise Expert
Target
06.2022 - 05.2024
Bachelor of Science - Personal Finance
University of Wisconsin, Madison
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