Matthew Grace
Wealth Management Intern @Sundvold Financial
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WORK HISTORY
Wealth Management Intern @Sundvold Financial
Columbia, MO, US
In this role I work directly with our in-house financial planners to serve 200+ clients. Some of my responsibilities include- Preparing and updating client records to ensure efficient and productive advisor-client meetings-Utilizing software\'s such as MoneyGuidePro, AdvisorAssistant, and Microsoft Office to analyze client data and generate planning insights- Attending client meetings to observe advisor-client interactions, take detailed notes, and gain hands-on experience in delivering financial planning services- Developing professional skills in communication, organization, and teamwork within a fast-paced office environment.
EDUCATION
University of Missouri-Columbia
Bachelor of Science - BS, Personal Financial Planning | Financial Services
Hinsdale South High School
High School Diploma
ABOUT MATTHEW GRACE
Diligent undergraduate student at the University of Missouri with an exceptional work…
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