Maxwell Schoeneborn

Role
Wealth Management Intern at Florida Financial Advisors
Location
Tampa, FL, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Maxwell Schoeneborn

As a Senior pursuing a finance degree and economics minor at the University of Tampa, I…

Experience

  1. Wealth Management Intern

    Florida Financial Advisors

    Sep 2023 — Present · Tampa, FL, US

    Employ advanced charting tools to create customized portfolio financial reports and utilize these reports to develop comprehensive presentations for client evaluations. I am also actively participating in seminars led by CEO Jacob Mickool and shadowing my dedicated mentor during client meetings to gain valuable insights into the wealth management industry.

Education

  • University of Tampa

    Bachelor's degree, Finance, Minor Economics

  • University of Tampa - John H. Sykes College of Business

    Master of Science - MS, Finance

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Maxwell Schoeneborn — Wealth Management Intern at Florida Financial Advisors in Tampa, FL, US | Unifers