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Ashton Beste
Wealth Management Intern @Annex Wealth Management
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WORK HISTORY
Wealth Management Intern @Annex Wealth Management
Brookfield, WI, US
Conducted portfolio analysis in Nitrogen, evaluating allocations and performance to guide investment recommendations.• Modeled Roth conversions using Holistiplan, optimizing strategies based on client tax brackets.• Created client tear sheets and built 1,200 financial plan shells in eMoney, improving onboarding efficiency and personalized advice.• Updated 850 client fee structures and implemented model changes in Salesforce and Black Diamond, ensuring accuracy and compliance.• Researched new expense assumptions to enhance financial plan reliability and observed wealth managers in client meetings to gain advisory experience.
EDUCATION
University of Wisconsin-Madison
Bachelor of Science - BS, Economics
ABOUT ASHTON BESTE
My name is Ashton Beste, and I am an economics student at the University of…
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