Esteban Vargas
Investment Portfolio Junior Financial Advisor @Savvy Wealth
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WORK HISTORY
Investment Portfolio Junior Financial Advisor @Savvy Wealth
St. Petersburg, FL, US
As an Investment Portfolio / Junior Financial Advisor Intern at Savvy Wealth, I supported advisors in building and optimizing personalized investment portfolios for high-net-worth clients. I conducted market research, ETF analysis, and rebalancing recommendations to align portfolios with client goals and risk tolerance. I also assisted in preparing performance reports, portfolio reviews, and financial planning materials. During my internship, I gained hands-on experience with CRM platforms, investment dashboards, and participated in projects focused on improving client onboarding and financial literacy content.
EDUCATION
University of Tampa
Master of Business Administration - MBA
ABOUT ESTEBAN VARGAS
I am a graduate of the University of Tampa, where I earned both my Bachelor’s degree in…
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