Owen Franklin
Private Wealth Management Intern @Private Wealth Management & Consulting
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WORK HISTORY
Private Wealth Management Intern @Private Wealth Management & Consulting
Tallahassee, FL, US
Assisted advisor in servicing clients on a day-to-day basis• Prepared client meetings for advisor with most relevant, up-to-date information, to ensure the highest quality service given to the client.• Organized and maintained client information to ensure compliance and organization for the advisor and the rest of the team
EDUCATION
Florida State University
Bachelor's degree, Finance, General
ABOUT OWEN FRANKLIN
As someone who wants to make a positive impact on the world, I\'ve always wondered how I would make my mark while remaining true to myself and doing something I\'m passionate about. It\'s been something I\'ve always searched for, and when my Grandfather gave me my first lesson in basic financial planning, saving money I received on my birthday, I became enamored with the field of Financial Planning. Since then, I\'ve strived to further my knowledge and skills in practicing financial planning for others through two internships at local financial planning and wealth management firms, picking up valuable lessons about investment management, holistic financial planning, and presenting information and ideas to clients. I am now seeking more knowledge to continue in this strive to make a positive impact on the world through striving for the series 7 & 63 licenses.
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