Rishabh Goyal
CFA Level 1 Passed | Quant Econ & Math @St. Olaf College
- Role
- Tax Administrator Intern at Strategic Wealth Group
- Location
- Chicago, IL, US
- LinkedIn followers
- 500 followers
About Rishabh Goyal
Senior at St. Olaf College with strong analytical writing, client services, and market research skills. Experienced in managing relationships, strategic problem solving, and translating insights into actionable recommendations. CFA Level 1 passed and member of the CFA Society of Minnesota.Seeking opportunities to contribute to visionary firms that uphold high standards of excellence, aiming to create a meaningful impact to the society.Outside of business and finance, I am an avid golfer. Always up for a round and a great conversation on the course!
Experience
Tax Administrator Intern
Feb 2026 — Present · Eden Prairie, MN, US
Coordinate tax preparation, client onboarding, documentation, and compliance workflows across tax and wealth teams- Act as a point of contact for client information requests, ensuring timely and accurate follow up- Lead transition from manual paperwork to a paperless workflow in Wealthbox CRM, standardizing documentation and improving operational efficiency and tracking.
Education
The Doon School
International Baccalaureate Diploma Programme, Economics, Mathematics, and Chemistry (Higher Level Subjects)
St. Olaf College
Bachelor's degree, Quantitative Economics, Mathematics, and Business Management Studies
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