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
Finance & AccountingView LinkedIn profile

About Morgan Beyer

I am a Personal Finance student at UW-Madison with a passion for helping individuals…

Experience

  1. Financial Solutions Intern

    RBC Wealth Management

    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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Morgan Beyer — Financial Solutions Intern at RBC Wealth Management in Green Bay, WI, US | Unifers