Armaan Rehmani
Financial Planning Analyst @Capstone Financial Advisors Inc
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WORK HISTORY
Financial Planning Analyst @Capstone Financial Advisors Inc
Prepare for and support client meetings by updating financial statements, running portfolio reports, and managing follow-up action items to implement financial plans effectively- Handle client account servicing tasks including account openings/closures, fund transfers, and portfolio onboarding and rebalancing, while assisting in the preparation of tax returns- Contribute to firm-wide process improvements and client deliverables, while pursuing professional development through continued education, certifications, and industry engagement.
EDUCATION
University of Illinois Urbana-Champaign
Bachelor's degree, Financial Planning
ABOUT ARMAAN REHMANI
I am currently a senior studying Financial Planning at the University of Illinois Urbana-Champaign. I am very interested in wealth management, financial planning, and financial advising. I love to bring my passion for business and social impact to everything I do, and always look to learn new skills and meet new people. Feel free to reach out to me via email at a•••••@illinois.edu!
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