Martinson Ogagan
Honors Finance Student at Bryant University | Economics Minor | 3+1 MBA Program | Financial Planning Intern at FP Solutions RI
- Role
- Financial Planning Intern at Fp Solutions Ri, Llc
- Location
- Franklin, MA, US
- LinkedIn followers
- 500 followers
About Martinson Ogagan
As an undergraduate student at Bryant University, I seek to challenge myself and apply critical thinking skills to conquer challenges as a Finance and 3+1 MBA student. I have enjoyed learning more about business structures and financial statements while growing my research and analysis skills and applying them to my courses. This is while refining my ability to communicate, present, and work within teams confidently and effectively throughout my university experience. As an aspiring CFP Professional and current Financial Planning Intern at FP Solutions RI under Ameriprise, I am greatly interested in pursuing a career in financial services, especially in financial planning or wealth management. I am currently a Portfolio Manager in Bryant University’s Archway Investment Fund in the Communication Services sector, serving on the Reporting and Executive Committees. I plan to obtain my Securities Industry Essentials (SIE) license in Spring 2026. I am open to future opportunities in financial services that will bolster soft skills and fundamental skills while learning from others in wealth management.
Experience
Financial Planning Intern
Jan 2025 — Present · Cranston, RI, US
Processed and analyzed data for 5-10 clients per week, transforming raw financial information into actionable insights using Ameriprise-specific planning tools-Drafted and revised 30+ comprehensive client summaries and retirement plans per month in Word, supporting Ameriprise wealth management firms across the U.S. by delivering tailored investment, cash flow, tax, insurance, and distribution strategies and recommendations-Created Excel charts and Word deliverables to visualize financial trends for Ameriprise clients, enhancing clarity and supporting strategic planning discussions-Utilized and quickly adapted to several financial technologies, such as Morningstar, MoneyGuide Pro, etc. to analyze the financial well-being of clients of all ages-Have earned academic credit in Summer 2025 for this internship, and an A grade based on strong performance and internship reflection journals during the internship.
Education
Bryant University
Master of Business Administration - MBA, Fintech Specialization
Bryant University
Bachelor of Science - BS, Finance, General with an Economics Minor
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