Evan Wartel
Finance Student at Bentley University
- Role
- Financial Planning Intern at Gage Wealth Advisors
- Location
- South Hadley, MA, US
- LinkedIn followers
- 500 followers
About Evan Wartel
I am an undergraduate student at Bentley University. My main focus of study is centered…
Experience
Financial Planning Intern
Mar 2025 — Present · Auburndale, MA, US
Assisted in preparing customized financial plans to support clients\' long-term goals in areas such as retirement, investment, and risk management.Updated and maintained accurate client profiles, ensuring data integrity across internal systems and planning tools.Completed regulatory and compliance documentation to support client onboarding and account maintenance.Supported marketing initiatives, including planning and coordinating client events, enhancing website content, and contributing to digital outreach efforts.Collaborated with advisors and team members to deliver a high-quality client experience through proactive communication and attention to detail.
Education
Bentley University
Bachelor's of Science, Finance
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