Krishnan Unni Dileep
Wealth Management Intern @Texas Financial Advisors
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WORK HISTORY
Wealth Management Intern @Texas Financial Advisors
Austin, TX, US
Wealth Management Intern focused on portfolio construction, 401(k) optimization, and investment research. Conduct weekly market scans using Sharpe Ratio, Alpha, Beta, RSI, and MACD. Analyze client asset allocations and risk profiles to identify suitable securities. Assist with fundamental analysis, technical screening, and performance reporting.
EDUCATION
Texas McCombs School of Business
Bachelor of Business Administration - BBA
Delhi Public School - Bangalore South
12
The University of Texas at Austin
Bachelor of Science - BS
ABOUT KRISHNAN UNNI DILEEP
Hey! I’m Krishnan, a rising junior at UT Austin, double majoring in Finance and Economics. Right now, I’m a Wealth Management Intern at Texas Financial Advisors, where I get to work on everything from investment research to helping clients think through retirement strategies. I’ve always been someone who enjoys both numbers and people, which is why I’m drawn to roles like consulting and wealth management that let me combine financial analysis with real conversations that matter. I’m always looking to learn more, take on new challenges, and connect with people who are just as curious about the intersection of business, strategy, and human connection.
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