Evan M.
Finance Student at Illinois State University | Incoming Client Service Associate at JMC Wealth
- Role
- Wealth Management Intern at Jmc Wealth Management, Inc
- Location
- Chicago, IL, US
- LinkedIn followers
- 500 followers
About Evan M.
Pursuing a degree in Finance at Illinois State University
Experience
Wealth Management Intern
May 2025 — Present · Chicago, IL, US
Trained other interns on core processes and software usage and managed them during projects- Help prep client meeting material and update client accounts - Ran Morningstar analysis on client portfolios and used Morningstar Advisor Workstation so advisors had a greater understanding of client portfolios- Gained a full understanding of CRM software and various other asset management software suites- Participated in client meetings and gained an understanding of client’s goals and financial situation - Audited client account files to make sure all information is updated and correct
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