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
Experience
Finance Intern
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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