Mitchell Falikman
Incoming Freshman at Miami Herbert Business School | Class of 2030
- Role
- Private Wealth Management Intern at Northwestern Mutual
- Location
- Brooklyn, NY, US
- LinkedIn followers
- 500 followers
Experience
Private Wealth Management Intern
May 2026 — Present · New York, NY, US
Maintained and updated Excel spreadsheets tracking balances, account details, and financial information for 400+ client accounts, ensuring accuracy and organization of records• Conducted research on investment strategies, portfolio allocation approaches, and market trends to support wealth management and financial planning efforts• Assisted in organizing and analyzing client financial data to support personalized client recommendations and long-term financial planning• Developed exposure to portfolio management, investment analysis, and private wealth management operations
Education
Poly Prep Country Day School
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
2022 — 2026
University of Miami Herbert Business School
Bachelor of Business Administration - BBA, Finance, General
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