Maguire Thompson
Financial Planning and Analysis Intern @Valeo Financial Advisors LLC
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WORK HISTORY
Financial Planning and Analysis Intern @Valeo Financial Advisors LLC
Carmel, IN, US
Collaborating with advisor teams, CPAs, and attorneys to draft financial plans covering tax, risk, estate, and investment strategies; utilizing seven industry-standard platforms including Salesforce and eMoney.• Preparing 45+ client deliverables including 22 performance reports, 14 investment summaries with recommendations, 9 agendas, and custom materials like Charitable Giving and Estate Document Summaries.• Attending six client meetings across four advisor teams, observing diverse presentation and communication styles to present complex financial strategies, build trust, and tailor planning to high-net-worth clients.
EDUCATION
Delphi Community High School
Academic Honor's Degree
Indiana University - Kelley School of Business
Bachelor of Science in Business
IU College of Arts and Sciences
Minor
ABOUT MAGUIRE THOMPSON
My top 3 personal values are family, curiosity, and ambition. I am pursuing a…
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