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
About Alex Gaetano
Incoming Sales Development Representative at BrightEdge
Experience
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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