Michael Obrien
Wealth Management Intern @Wincap Financial
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WORK HISTORY
Wealth Management Intern @Wincap Financial
Boston, MA, US
Gained an understanding of the technology stack required to run a wealth management firm by gaining experience with FactSet, Bloomberg, Redtail, Emoney, Wealthscape, Schwab Advisor, Black Diamond Aided in the growth of the firm increasing 25% of AUM in 9 months Worked directly with high net-worth clients handling ad-hoc requests, movement of cash, reinvestment of assets, tax inquiries, and updated CRM systems to ensure strong client relationships. Crafted experience with portfolio construction techniques such as targets and allocations Assisted in the setup of model portfolio trading and rebalancing
EDUCATION
Endicott College
Bachelor's degree, Finance and Financial Management Services
ABOUT MICHAEL OBRIEN
I am a finance major at Endicott College pursuing a career in investment management. I have a strong interest in investing and wish to help others with my gathered knowledge. I also play Division football at Endicott. I believe this is relevant information as it reveals my ability to handle a full schedule and exemplifies my dedication and commitment qualities.
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