Paiton Glynn
Branch Intern @Stifel Financial Corp.
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WORK HISTORY
Branch Intern @Stifel Financial Corp.
Rochester, MN, US
Plan and coordinate a comprehensive wealth transfer seminar, including logistics, content development, and client communications, enhancing client engagement and educational outreach• Reorganize client account data in Salesforce Wealth, enhancing accuracy and workflow efficiency for the advisory team• Support advisor due diligence efforts through mutual fund and ETF research by utilizing platforms such as Morningstar Advisor Workstation
ABOUT PAITON GLYNN
My name is Paiton Glynn and I am currently a junior at the University of…
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