Andrea Diltz

About Andrea Diltz

As a senior Michigan State student with a strong foundation in finance and a minor in financial planning and wealth management, I am eagerly preparing to embark on a career in the financial industry. Currently interning at a prominent wealth advising company, I\'ve had the privilege of gaining hands-on experience in various facets of the industry.During my internship, I\'ve had the opportunity to actively participate in client meetings, where I\'ve honed my note-taking skills and gained valuable insights into client relationships. I\'ve also played a pivotal role in gathering and analyzing client data, contributing to the development of tailored financial strategies.My involvement in company-wide projects has allowed me to collaborate with diverse teams, enhancing my ability to work effectively in a collaborative environment. Additionally, I\'ve been part of critical transitions, including a broker dealer transition and two custodian transitions, where I learned the importance of adaptability and meticulous attention to detail in navigating complex industry changes.With a keen interest in financial planning and wealth management, I am driven to apply my academic knowledge and practical experiences to deliver impactful financial solutions to clients. I am excited to leverage my skills and dedication to excel in a finance role after graduation.I am open to networking and exploring opportunities within the finance industry. Let\'s connect and discuss how I can contribute to your organization\'s success.

Experience

1. Client Service Associate

   Ritholtz Wealth

   Jul 2024 — Present · Chicago, IL, US

Education

• Michigan State University

  Bachelor's degree, Finance

  2020 — 2024