Isaac Zermeno
Senior at the University of Houston | Finance Major, PFP Track, Marketing Minor | Tiras Wealth Management Year Round Intern
- Role
- Wealth Management Intern at Tiras Wealth Management
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
About Isaac Zermeno
I\'m a recent graduate from the C.T. Bauer College of Business at the University of…
Experience
Wealth Management Intern
May 2025 — Present · Houston, TX, US
Utilize Thomson One to run SPS Advantage reports to assist a CFP professional with decision making regarding rebalancing and tax loss harvesting strategies- Familiarizing myself the firm\'s software and its tools in order to run reports which then then given to meeting prep coordinators- Aid Coordinators in meeting prep by going through software, notes, cover sheets, and summary letters to then reconstruct a new cover sheet for an upcoming client meeting.
Education
University of Houston, C.T. Bauer College of Business
Bachelor of Business Administration - BBA
2022 — 2026
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