Dylan Desane

Intern at Breakaway Wealth Management/ Intern at Winston Benefits / Student at Loyola University Maryland

Role
Finance Intern at Winston Benefits
Location
Asbury Park, NJ, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

Experience

  1. Finance Intern

    Winston Benefits

    May 2024 — Present · Manasquan, NJ, US

    Assist with financial forecasting for a health insurance brokerage firm that was recently acquired by Brown & Brown Insurance• Develop comprehensive reports, abstracts and charts to present data to examine the firm’s projected short and long-term growth based on keyindicators and sales projections• Manage various data entry projects using internal databases and Microsoft Excel to ensure timely and accurate completion• Assist in both internal and external audits by providing and verifying documentation of client employees to ensure compliance with the firm’sregulatory reporting requirements• Perform routine daily check deposits, organizing, processing and depositing 100+ checks per day• Chosen from a competitive group of interns to continue in a remote part-time role based on performance and contribution

Education

  • Loyola University Maryland

    Finance, General

    2022 — 2026

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Dylan Desane — Finance Intern at Winston Benefits in Asbury Park, NJ, US | Unifers