Caleb Jorgensen
BYU Finance | Wealth Management Analyst
- Role
- Wealth Management Analyst at Oxford Wealth Management
- Location
- Provo, UT, US
- LinkedIn followers
- 500 followers
About Caleb Jorgensen
Senior in the Finance program at BYU. Experience in tax, client management, data analysis, and estate planning. Looking to expand my experience in wealth management. Currently studying for the CFP exam.
Experience
Wealth Management Analyst
Jan 2025 — Present · Lindon, UT, US
Assist in managing $400M in AUM by supporting financial strategies for firm’s clients.Conduct investment research and analysis while optimizing tax strategies for various wealth tier portfolios.Collaborate with senior advisors on client engagement strategies and portfolio optimization management.
Education
Brigham Young University
Bachelor's degree, Finance, General
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