Anton Farquharson
Finance & Economics student @ Clark University | Investment Advisor intern @ Worcester Advisors
- Role
- Investment Advisor Intern at Worcester Advisors
- Location
- Worcester, MA, US
- LinkedIn followers
- 500 followers
Experience
Investment Advisor Intern
Sep 2022 — Present · Worcester, MA, US
Work closely with leadership on tasks related to financial advisory, client maintenance and relations. Investment research and market analysis. Review of client portfolios, and assisting with investment management including charitable donations, financial planning support, and tax estimations.
Education
Clark University
Finance and Financial Management Services
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