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
About Gabriel Phillips
As a Private Client Advisor Trainee, I am learning how I will support families and…
Experience
Wealth Management Intern
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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