Danielle Pontius
Finance & Accounting Student at Saint Vincent College | SAP Business One Program
- Role
- Summer Internship at Matune Basile Advisors
- Location
- New Castle, PA, US
- LinkedIn followers
- 500 followers
About Danielle Pontius
I am a student at Saint Vincent College, majoring in Finance with a minor in Accounting…
Experience
Summer Internship
May 2024 — Present · Hermitage, PA, US
Learned how to use financial software such as Asset-Map, Redtail, Charles Schwab, and Black Diamond-Audited the firm\'s files by ensuring that each client had the necessary documents needed for the U.S. Securities and Exchange Commission regulation-Evaluated the impact tax has on client investments-Understood how to reduce a tax bill by utilizing investment accounts such as Roth and Traditional IRAs-Sent Required Minimum Distributions reminder letters to clients.
Education
Saint Vincent College
Bachelor's degree, Finance
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