Avery Rice
Financial Advising Intern at The Joseph Group Capital Management | Studying Psychology and Finance at Franciscan University of Steubenville
- Role
- Summer Intern at The Joseph Group Capital Management
- Location
- Columbus, OH, US
- LinkedIn followers
- 500 followers
About Avery Rice
Psychology/Finance student at Franciscan University passionate about serving others and…
Experience
Summer Intern
The Joseph Group Capital Management
May 2025 — Present · Columbus, OH, US
As a summer intern at The Joseph Group, I worked closely with both the Client Service Excellence Team and the Investment Team, gaining hands-on experience in the daily operations of a Registered Investment Advisory firm. I supported client meeting preparation and follow-up, participated in internal planning sessions, and delivered presentations on financial topics and market trends. I also contributed to projects across multiple departments, including Advisory Services, Investment Management, Retirement Plan Services, and Marketing. Through this internship, I developed proficiency in key platforms such as Tamarac, eMoney, Schwab, and CRM systems, while consistently upholding the firm’s values of Integrity, Teamwork, Humility, Excellence, and Enthusiasm.
Education
Franciscan University of Steubenville
Bachelor of Arts - BA
2022 — 2026
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