Amit Rajesh
FPWM Intern @ Eldenstreet Financial | Costello College of Business
- Role
- Financial Planning & Wealth Management Intern at Eldenstreet Financial
- Location
- Washington, DC, US
- LinkedIn followers
- 500 followers
About Amit Rajesh
I am pursuing a degree in Financial Planning & Wealth Management along with a minor in…
Experience
Financial Planning & Wealth Management Intern
May 2024 — Present · Herndon, VA, US
Operate over $100M AUM collaborating with asset managers at Fidelity, BlackRock, and Eagle Strategies-Analyze and manage financial statements for 300+ clients, providing consolidated holding reports, retirement models, and suggested IPTs; resulting in a 15% increase specifically in client scheduled planning meetings -Led key project by request of the financial planning team to implement Salesforce into daily operations, developing personalized process templates that enhanced workflow for both internal and client communication/planning-Developed detailed models and reports comparing clients’ existing portfolios with proposed investment strategies, highlighting key differences in performance, risk, and asset allocation, which supported advisors in recommending more efficient portfolios, resulting in a 25% increase in client approval of new strategies
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