Lana Davis
Aspiring Financial Planner | Collegiate Athlete
- Role
- Wealth Advisory Intern at Delap Llp
- Location
- Portland, OR, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Lana Davis
I am a Senior Financial Planning and Marketing major in a CFP Board Certified Program…
Experience
Wealth Advisory Intern
Jun 2024 — Present · Lake Oswego, OR, US
Learning and participating in every aspect of a wealth advisory practice including client onboarding, client service activities, financial plan development, investment allocation, tax strategies and compliance.
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