William Rampey
Master of International Business (MIB) student | Goal-oriented | Team-player
- Role
- Intern at Burkett Financial Services, Llc
- Location
- Columbia, SC, US
- LinkedIn followers
- 500 followers
About William Rampey
Master of International Business student at the University of South Carolina and…
Experience
Intern
Burkett Financial Services, Llc
Jan 2024 — Present · West Columbia, SC, US
Worked directly with financial advisors to support estate planning, data integrity, and client engagement. Transferred and reconciled account data across platforms, ensuring accurate and timely updates to client portfolios. Summarized estate documents, including wills, trusts, and power of attorney directives, and visually mapped estate structures to clarify asset flows and beneficiary designations. Collected, analyzed, and synthesized financial market data from leading firms to build presentations that enhanced client strategy meetings. Attended advisor-client meetings to observe planning discussions and better understand relationship management in a wealth advisory setting.
Education
Pontificia Universidad Católica del Perú
International Business
University of South Carolina
Master's degree, International Business
University of South Carolina
Bachelor of Business Administration - BBA, International Business, Finance
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.