Anthony Rosen
Wealth Management Intern @Financial Symmetry Inc
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WORK HISTORY
Wealth Management Intern @Financial Symmetry Inc
Raleigh, NC, US
Performed daily trade verifications, monthly custodial account reconciliations, and verified Morningstar data to ensure portfolio accuracy and alignment with target asset allocations. Attended prospect and client review meetings, preparing performance reports to support personalized financial discussions and planning decisions. Assisted with financial plan development in Cheshire software and gained exposure to tax planning strategies.
EDUCATION
Darla Moore School of Business at the University of South Carolina
Bachelor of Science, Business Administration
Darla Moore School of Business at the University of South Carolina
Master of International Business, International Finance
ABOUT ANTHONY ROSEN
I recently graduated from the Darla Moore School of Business at the University of South…
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