Ian Kramer
Student at The Ohio State University
- Role
- Private Wealth Management Intern at First Merchants Corporation
- Location
- Powell, OH, US
- LinkedIn followers
- 500 followers
About Ian Kramer
I\'m currently attending The Ohio State University Fisher College of Business working…
Experience
Private Wealth Management Intern
May 2025 — Present · Columbus, OH, US
I learned about all areas of the bank such as Private Banking, Wealth Management, Investment Real Estate, and more. I supported a Private Wealth team managing over $300 million in AUM, gaining hands-on experience with high-net-worth clients. I conducted equity research on utility and energy companies, presenting investment theses to the Portfolio Manager, and created personalized financial plans using MoneyGuide Pro and Wealth Studios to support client retention and business development.
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