Callahan Cottone

Summer Associate Intern @Raymond James

Palm Beach Gardens, FL, US

Facilitated high-value money movements and account transfers with precision and regulatory compliance under direct guidance of the branch manager.Designed personalized investment proposals tailored to clients\' financial goals, risk tolerance, and income profiles, directly supporting the advisory team in client strategy execution.Led the overhaul and ongoing management of the branch’s website to better reflect client priorities, enhance digital engagement, and ensure timely, relevant content.Standardized internal risk management workflows by implementing branch-specific solutions within firmwide compliance platforms, improving operational consistency and audit readiness.Securities offered through Raymond James Financial Services, Inc, member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Please follow this link to Important Disclosure Information: http://raymondjames.com/smicd.htm

Babson College

Bachelor of Business Administration - BBA