Gabriel Phillips

Finance Major | Financial Planning Minor at The Ohio State University Fisher College of Business

Role
Wealth Management Intern at Huntington National Bank
Location
Columbus, OH, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Gabriel Phillips

As a Private Client Advisor Trainee, I am learning how I will support families and…

Experience

  1. Wealth Management Intern

    Huntington National Bank

    May 2025 — Present · Columbus, OH, US

    Supported $26B AUM team by preparing client materials, analyzing portfolios, and identifying planning opportunities. Utilized financial planning software including MoneyGuidePro and eMoney to analyze portfolios and model retirements. Shadowed senior advisors in 15+ client meetings, gaining experience in relationship management and financial planning.

Education

  • The Ohio State University Fisher College of Business

    Finance

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Gabriel Phillips — Wealth Management Intern at Huntington National Bank in Columbus, OH, US | Unifers