Gabrielle Bruhn
Michigan State University, Eli Broad College of Business
- Role
- Intern at Planning Alternatives
- Location
- Portsmouth, NH, US
- LinkedIn followers
- 500 followers
About Gabrielle Bruhn
I recently graduated from Michigan State University’s Broad College of Business with a…
Experience
Intern
May 2024 — Present · Birmingham, MI, US
Supported financial advisors in client consultations by assisting the preparation of materials- Organized client records, ensuring accuracy and compliance with company standards- Executed both short-term and long-term projects driving operational efficiency- Worked in Excel, Tamarac Reporting, Tamarac CRM, and eMoney Advisor- Participated in investment committee meetings, acquiring in-depth insights into portfolio managementand comprehensive financial planning
Education
Michigan State University
Bachelor of Arts - BA, Finance, General
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