Financial Advising Internship, I worked on four main projects: client reporting using Broadridge, CRM work with client interest outreach using Wealthbox, automating reporting for clients on a quarterly schedule, and learning about dimensional funds, as well as allocation of stocks and bonds in a portfolio, to inform clients about potential reallocation of their portfolios moving into the third quarter of 2020. By completing these projects, I reached the objectives of client reporting and CRM work, effectively gaining experience in finance, management, marketing, and running a small business.

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