United States
I am an incoming third-year Business Administration student at the University of Florida's Warrington School of Business, pursuing a minor in Wealth Management with a goal of building a career as a financial advisor rooted in integrity and genuine client trust. I am also currently interning at Koss Olinger, a Gainesville-based wealth management firm, this experience has provided direct exposure to client portfolio analysis, financial planning processes, and client relationship management. Working alongside seasoned advisors has deepened my appreciation for the meaningful impact a trusted advisor can have on a client's life, not only in growing and protecting wealth, but in providing clarity and confidence at every stage of their financial journey. Always looking to connect with experienced professionals in the wealth management industry. 📩 [email protected]
• Gaining direct exposure to financial planning, estate planning, and wealth transfer strategies through client meetings with senior advisors. • Led an intern project analyzing advisor notes across 650+ client accounts to surface client interests and shape more personalized strategies. • Supporting asset allocation and portfolio review processes, alongside preparation of daily market briefings and client meeting materials.
• Lead campus-wide outreach by managing relationships with student organizations, campus partners, and university leadership. • Redesigned presentations using interactive content and dynamic visuals, improving audience engagement and communication effectiveness.
• Worked on a team of 5 to coordinate materials and logistics for a 200+ person organization, supporting the largest student-run pep rally in the nation. • Managed vendor relationships and timelines to ensure seamless execution of a large-scale, high-stakes live event. • Solved real-time operational challenges on event day, demonstrating composure and problem-solving under pressure.