Joseph Waterman
Wealth Management Intern @Twelve Points Wealth Management
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WORK HISTORY
Wealth Management Intern @Twelve Points Wealth Management
Concord, MA, US
Supported financial advisors and client relationship teams in delivering personalized investment strategies, retirement planning, and wealth preservation solutions- Gained hands-on experience with financial planning tools, CRM systems, and client onboarding processes- Participated in team meetings, client briefings, and internal training on financial products, market trends, and compliance procedures- Developed a deeper understanding of asset allocation, risk management, and the importance of long-term financial planning.
ABOUT JOSEPH WATERMAN
As a dedicated Wealth Management Intern at Twelve Points Wealth Management, I engage with…
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