Andrew Wester
Wealth Management Intern @Signature Wealth Strategies - High Point
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WORK HISTORY
Wealth Management Intern @Signature Wealth Strategies - High Point
High Point, NC, US
Assist with portfolio and client review preparation by updating financial reports, maintaining key data, and supporting the client advice process• Contribute to marketing initiatives by creating and updating content, managing materials, and supporting outreach efforts to strengthen client engagement• Support investment reporting and presentations by compiling data, updating manager reports, and ensuring accuracy in client communications
SKILLS
ABOUT ANDREW WESTER
I am a Finance and Marketing major at High Point University with a passion for financial…
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