Kate Nordlund
Business/Economics and Music Student at Wheaton College
- Role
- Intern at Wagner Planning
- Location
- Portland, OR, US
- LinkedIn followers
- 500 followers
About Kate Nordlund
I am a life-long learner and diligent student at Wheaton College. I am studying…
Experience
Intern
May 2024 — Present · Lake Oswego, OR, US
Created three new model portfolios based from existing models that give clients growth at a cheaper net expense ratio while maintaining a similar downside protection- Preparing trade analysis spreadsheets on a per account basis to assist in rebalancing about 100 client accounts into the new model portfolios- Cost Basis Research and Maintenance: Conducted research on 10 client holdings missing cost basis and records for cost basis. Found cost basis and entered it into the Pershing Platform- Researched and made 2024 and 2025 RMD calculations for Beneficiary IRAs under the 2019 SECURE Act- Researched and presented reports on Wholesaler Inquiries and Funds- Prepared research and review prep for client annual review meetings. Attended and took notes in client meetings.
Education
Wheaton College
Business/Economics
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