Mory Ashenberg
Wealth Management Intern at Revolve Wealth Partners | University of Kansas | Economics
- Role
- Finance Intern at Revolve Wealth Partners
- Location
- Livingston, NJ, US
- LinkedIn followers
- 500 followers
About Mory Ashenberg
I am a Dean\'s List student at the University of Kansas, majoring in economics…
Experience
Finance Intern
May 2025 — Present · NY, US
Assist Managing Partners and Advisors with daily operational tasks in a fiduciary financial advisory firm- Contribute to the development of customized financial plans and investment strategies for clients- Use Excel to build budgeting models, analyze client data, and support financial projections- Conduct research on investment products, tax strategies, and long-term planning solutions- Prepare materials and organize documentation for client meetings- Led a firm-wide initiative to reorganize and streamline all client files, improving efficiency, consistency, and accessibility across departments- Gain hands-on experience in strategic financial planning, including retirement planning, estate considerations, and cash flow analysis- Utilize financial planning software and CRM tools including Salesforce, eMoney, and MoneyGuidePro- Strengthen knowledge of fiduciary standards, client communication best practices, and the overall wealth management process
Education
Livingston High School
High School Diploma
The University of Kansas
Bachelor's degree, Economics
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