Lila Sullivan

Wealth Management Intern @Moneco Advisors

Fairfield, CT, US

Client Meetings & Communication: Sat in on client meetings, gaining valuable experience in professional communication and understanding client needs.Financial Planning: Helped develop personalized financial plans using eMoney, MoneyGuide Pro, and LPL ClientWorks.Case Study Project: Led a full financial planning case study, including a discovery meeting, building a tailored plan, and presenting recommendations to a panel and mock clients.Asset Management & Investment Research: Conducted in-depth portfolio analysis using Morningstar Advisor Workstation, Orion Advisor, and Riskalyze. Monitored portfolio performance regularly to ensure alignment with client goals and investment criteria. Assisted in preparing quarterly investment committee reports, evaluating current holdings, and researching potential new investments to optimize portfolio diversification and risk management.Operations & CRM: Managed client data and securities information using Wealthbox CRM to support smooth client service and operations.Software & Tools:eMoney, MoneyGuide Pro, LPL ClientWorks, Morningstar Advisor Workstation, Orion Advisor, Riskalyze, Wealthbox CRM

Fairfield University

Bachelor's degree, Finance, Marketing