Maxwell Schoeneborn
- Role
- Wealth Management Intern at Florida Financial Advisors
- Location
- Tampa, FL, US
- LinkedIn followers
- 500 followers
About Maxwell Schoeneborn
As a Senior pursuing a finance degree and economics minor at the University of Tampa, I…
Experience
Wealth Management Intern
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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