Jeff Bischoff
Financial Services Intern @RMR Wealth Builders, Inc.
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WORK HISTORY
Financial Services Intern @RMR Wealth Builders, Inc.
Montclair, NJ, US
Support client onboarding by preparing and sending agreement documents to prospective clients, helping streamline the intake process for a firm managing over $2.5B in assets- Participate in internal software implementation meetings, contributing feedback that informed rollout planning for tools aimed at improving advisor-client efficiency across offices in New Jersey and Arizona- Observe and documented daily advisor workflows, gaining firsthand exposure to financial planning practices, which enhanced internal process understanding and supported training initiatives for new hires
EDUCATION
East Carolina University
Finance
ABOUT JEFF BISCHOFF
I\'m a senior Finance major at East Carolina University and an intern at RMR Wealth…
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