Alex Gaetano

Economics Major at Oberlin College

Role
Financial Advising Intern at First Command Financial Services, Inc.
Location
Oberlin, OH, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Alex Gaetano

Incoming Sales Development Representative at BrightEdge

Experience

  1. Financial Advising Intern

    First Command Financial Services, Inc.

    May 2025 — Present · US

    First Command provides hands-on exposure to the financial services industry, with a strong emphasis on serving military families. Interns learn the fundamentals of financial planning, client relationship management, and the operational side of running a financial advisory practice-Shadowed financial advisors during client meetings to learn about needs-based financial planning-Assisted with research on investments, insurance, and retirement strategies-Supported client relationship management by preparing meeting materials and follow-up communications-Gained familiarity with compliance requirements and industry regulations-Participated in professional development workshops and mentorship opportunities to explore a career in financial advising-Contributed to business development efforts such as prospecting, marketing initiatives, and community engagement.

Education

  • Oberlin College

    Bachelor of Arts

    2022 — 2026

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Alex Gaetano — Financial Advising Intern at First Command Financial Services, Inc. in Oberlin, OH, US | Unifers