Mason Denlow
Wealth Management Program Summer Intern @Uhlmann Price Securities, Llc
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WORK HISTORY
Wealth Management Program Summer Intern @Uhlmann Price Securities, Llc
Chicago, IL, US
Evaluated advisors’ trades daily to ensure full regulatory compliance, assessing transactions for adherence to industry standards including Regulation Best Interest (Reg BI), and streamlining operational processes for greater accuracy and efficiency.Analyzed client portfolios to design customized investment strategies, leveraging insights into market dynamics, risk management, and long-term wealth planning to strengthen understanding of portfolio construction and financial markets.Assessed and compared compliance software solutions focused on social media supervision and employee oversight by conducting detailed due diligence and live product demos; synthesized findings into a Microsoft PowerPoint presentation delivered to firm partners and the Chief Compliance Officer (CCO).Conducted investor research and built a Microsoft Excel database to identify and engage prospective limited partners (LPs) for a private equity strategic fund, enhancing outreach efficiency and tracking engagement metrics.
EDUCATION
University of Wisconsin-Madison
Bachelor of Business Administration - BBA, Real Estate and Urban Land Economics; Finance, Investment and Banking
ABOUT MASON DENLOW
Student at University of Wisconsin-Madison - Wisconsin School of Business
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