Jack Davila
Wealth Management Intern @Aspen Wealth Strategies
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WORK HISTORY
Wealth Management Intern @Aspen Wealth Strategies
Arvada, CO, US
Collaborate closely with experienced financial advisors to gain hands-on experience in the wealth management industry.• Develop a comprehensive understanding of investment strategies, including portfolio management and asset allocation.• Enhance knowledge of financial planning, focusing on client-specific goals and tailored solutions.• Build skills in client relationship management by observing and supporting advisor-client interactions.• Participate in daily operations and strategic planning to better understand the inner workings of a wealth management firm.
EDUCATION
University of Colorado Boulder - Leeds School of Business
Bachelor of Business Administration - BBA, Business
ABOUT JACK DAVILA
I am an incoming third-year student at the University of Colorado Boulder currently…
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