Christopher Golini
Operation Associate @ Carson Wealth Virginia Military Institute Alumni
- Role
- Wealth Management Intern at Carson Wealth
- Location
- Annapolis, MD, US
- LinkedIn followers
- 500 followers
About Christopher Golini
Originally from Annapolis, Maryland, I graduated from St. Mary\'s of Annapolis High School…
Experience
Wealth Management Intern
Jun 2024 — Present · Edgewater, MD, US
Support various wealth management and financial planning activities for a firm with $143 million in assets under management• Initiate and prepare comparative reports on securities using YCharts for team use in client meetings, enhancing portfolio improvement strategies• Develop comprehensive wealth planning models for clients utilizing MoneyGuidePro and Excel, presenting detailed plans during client meetings• Collaborate closely with a wealth management advisor on complex client cases, including optimizing 401(k) plans for businesses and their employees, organizing estate plans, and implementing strategic investment changes• Actively participate in weekly team meetings to discuss market trends and review the status of client portfolios, contributing to informed decision-making• Continue to provide valuable work for the firm while balancing an 18-credit hour academic load, demonstrating strong time management and dedication
Education
Virginia Military Institute
Economics and Business
2021 — 2025
St Marys High School
High School Diploma
2018 — 2021
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.