Daniel Paulson
Intern at TFO Family Office Partners - President of GCU Financial Planning Association - Honors Student at Grand Canyon University
- Role
- Intern at Financial Integrators
- Location
- Phoenix, AZ, US
- LinkedIn followers
- 500 followers
About Daniel Paulson
Ambitious finance major with a strong interest in financial planning and wealth management, aiming to secure a full time job after graduation in April 2026. As a finance student at Grand Canyon University with a 4.0 GPA, I\'m dedicated to building a solid foundation in finance and financial planning. Through leadership roles in GCU’s Financial Planning Association, I’ve gained hands-on experience in event coordination, team collaboration, and made connections in the financial planning space. My background includes asset management, eMoney, along with successfully studying and passing the Series 65 and SIE.
Experience
Intern
May 2025 — Present · Des Moines, IA, US
Worked on the asset management team to update asset allocation for clients. Gained exposure to many parts of the asset management team while learning from knowledgeable mentors.
Education
Grand Canyon University
Bachelor's degree, Finance with an Emphasis in Financial Planning
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