Colin Appell
Financial Planning Intern at Vawter Financial | Economics & Finance Major with a Minor in Financial Planning at The Ohio State University
- Role
- Financial Planning Intern at Vawter Financial
- Location
- Columbus, OH, US
- LinkedIn followers
- 500 followers
About Colin Appell
My name is Colin Appell, and I am a third-year Finance and Economics student minoring in…
Experience
Financial Planning Intern
Apr 2024 — Present · Dublin, OH, US
Collaborated with licensed and experienced CFPs in all core areas of financial planning, including investments, tax planning, estate planning, insurance, and retirement planning- Developed meeting reports, asset allocations, and investment policy statements, presenting results to clients in person-Gained and demonstrated strong proficiency in financial planning and modeling software, such as eMoney Advisor and Redtail CRM
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