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
Finance & AccountingView LinkedIn profile

About Ian Kramer

I\'m currently attending The Ohio State University Fisher College of Business working…

Experience

  1. Private Wealth Management Intern

    First Merchants Corporation

    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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Ian Kramer — Private Wealth Management Intern at First Merchants Corporation in Powell, OH, US | Unifers