Matthew Kessenich
Finance Student at University of Minnesota - Twin Cities | Passionate About Financial Planning & Wealth Mangement
- Role
- Financial Planning Intern at Truplan Financial Advisors
- Location
- Minneapolis, MN, US
- LinkedIn followers
- 500 followers
About Matthew Kessenich
Motivated fourth-year college student with strong problem-solving abilities…
Experience
Financial Planning Intern
May 2025 — Present · Minneapolis, MN, US
Help research investment quarterly fund reviews for individual investment models to help offer clients the best asset allocation each quarter.• Participate in and document in person and remote client and wholesaler meetings, developing insight into client relationship management and event coordination.• Support financial planning operations through data clean-up, document retention, and CRM projects, enhancing client data accuracy and internal processes.• Gain hands-on experience in retirement plan reviews, 401(k) asset allocations, life insurance policies and investment research to support advisors.
Education
CEA CAPA Education Abroad
International Business
2025 — 2025
Wayzata High School
High School Diploma
2018 — 2022
Indiana University Bloomington
Finance, General
2022 — 2023
University of Minnesota
Finance, General
2023 — 2026
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