Morgan Clark
Finance Major: Personal Financial Planning Concentration | Nutrition Minor | University of Wisconsin-La Crosse
- Role
- Wealth Management Intern at Trust Point Inc.
- Location
- La Crosse, WI, US
- LinkedIn followers
- 500 followers
About Morgan Clark
Hi and welcome! I recently earned my degree in Finance with a Personal Financial Planning…
Experience
Wealth Management Intern
Jan 2025 — Present · La Crosse, WI, US
Assist in administrative duties and take on special projects for the team, assemble required documentation for the onboarding of new accounts, preparation of client reports and materials, and research estate settlement items.
Education
University of Wisconsin-La Crosse
Bachelor of Business Administration - MBA, Business Finance
Mondovi High School
GED
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