Morgan Beyer
Personal Finance and Communication Sciences & Disorders double major at University of Wisconsin-Madison
- Role
- Financial Solutions Intern at RBC Wealth Management
- Location
- Green Bay, WI, US
- LinkedIn followers
- 500 followers
About Morgan Beyer
I am a Personal Finance student at UW-Madison with a passion for helping individuals…
Experience
Financial Solutions Intern
May 2024 — Present · Green Bay, WI, US
Assist financial advisors data analysis, portfolio reviews, and research to support personalized financial solutions- Enhance client engagement by preparing reports, presentations, and marketing materials, ensuring effective communication of financial strategies and RBC’s services.
Education
University of Wisconsin-Madison
Bachelor of Science - BS, Personal Finance - Financial Planning
University of Wisconsin-Madison
Bachelor of Arts - BA, Communication Sciences and Disorders, General
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