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Dylan Eisner
Wealth Management Intern @Alltides Wealth Group
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WORK HISTORY
Wealth Management Intern @Alltides Wealth Group
Miami, FL, US
Support advisors in financial planning processes through material preparation; workflow optimization; client service enhancement• Leverage Microsoft Copilot to deliver personalized estate summaries; deliver clear and client-catered templates that simplify complex financial information• Generate reports on client and firmwide meetings; interact with clients during in person meetings and via email
EDUCATION
MIT Sloan School of Management
Generative Artificial Intelligence
University of Miami
Bachelor of Business Administration - BBA, Business Technology
ABOUT DYLAN EISNER
I am pursuing a Bachelor of Business Administration in Finance and Business Technology at the University of Miami Herbert Business School. I am a diligent, ambitious, and well rounded student motivated to succeed in both the classroom and the workplace. My strong analytical skills and ability to think outside the box will allow me to achieve impressive results throughout my future in the world of both finance and technology.
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