Jack Finley
Finance Major at The University of Iowa Tippie College of Business
- Role
- Intern at Crescent Grove Advisors
- Location
- Iowa City, IA, US
- LinkedIn followers
- 500 followers
About Jack Finley
I\'m currently a Junior at The University of Iowa pursuing a major in Finance at the Tippie College of Business. I have always been passionate about finance and am dedicated to developing a strong foundation in this field. I am committed to perfecting not only my academic skills but also my practical business abilities. My commitment to hard work and time management has been important in balancing my academic responsibilities and extracurricular activities. With a steadfast commitment to my career aspirations in Finance, I am dedicated to achieving excellence in both my educational journey and professional experiences.
Experience
Intern
May 2025 — Present · Lake Forest, IL, US
As a Wealth Management Intern, I supported advisors with preparing client meeting materials, including investment performance reports and portfolio summaries. I conducted market research and analysis to help inform investment recommendations across asset classes. I assisted with onboarding new clients by gathering financial data and ensuring all documentation was accurate and complete. Throughout the internship, I gained hands-on experience in financial planning, investment strategy, and client relationship management.
Education
University of Iowa
Finance, General
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