Grant Vinson
Summer Finance Intern @Omni 360 Advisors LLC
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WORK HISTORY
Summer Finance Intern @Omni 360 Advisors LLC
Princeton, NJ, US
As a Finance Intern at Omni 360 Advisors, I work directly with the firm\'s Head Certified Financial Planner to support day-to-day operations and client engagement. My responsibilities include:Assisting in the development and review of customized financial plans tailored to client goals. Participating in client meetings to gain firsthand experience in relationship management and financial advising. Providing support with research, data entry, and preparation of planning documents to ensure accuracy and thorough analysis. This experience has enhanced my understanding of wealth management, client communication, and the importance of detail-oriented financial planning.
ABOUT GRANT VINSON
Work Experience: McCaffrey’s Food Markets - Dairy Associate West Windsor Waterworks…
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