Miles Richardson
Financial Planning Intern @Allworth Financial
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WORK HISTORY
Financial Planning Intern @Allworth Financial
Durham, NC, US
Collaborated with Certified Financial Planners to prepare for and participate in client meetings, gaining hands-on experience with comprehensive wealth management platforms. Engaged in one-on-one sessions with senior advisors to deepen understanding of investment strategies and industry best practices.
EDUCATION
UNC Kenan-Flagler Business School
Bachelor of Business Administration - BBA
The London School of Economics and Political Science (LSE)
Accounting
ABOUT MILES RICHARDSON
I am a senior student in Kenan-Flagler Business School at the University of North Carolina at Chapel Hill majoring in Business Administration with a minor in History. I love building intentional relationships, growing my personal and professional abilities, and finding myself in new situations.
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