Robert Phillips
SMF Candidate @ tOSU FCOB | Wealth Management Intern @ Morgan Stanley
- Role
- Private Wealth Management Intern at Morgan Stanley
- Location
- Columbus, OH, US
- LinkedIn followers
- 500 followers
About Robert Phillips
I am a Specialized Master of Finance candidate at The Ohio State University’s Fisher College of Business, graduating in December 2026, building on my B.S. in Business Administration with a specialization in Finance (magna cum laude, 2025). My academic background emphasizes valuation, financial analysis, and investment theory.My experience spans wealth management and corporate finance. At Morgan Stanley, I supported advisors in developing client financial plans and analyzing investments across equities, fixed income, funds, and alternatives. At M/I Homes, I managed divisional financials, built performance dashboards, and contributed to senior leadership budget discussions.I bring strong client service and teamwork skills from both professional and customer-facing roles, along with technical proficiency in Excel, PowerPoint, Outlook, Bloomberg, and WealthDesk. I am eager to apply my analytical and client-focused mindset to a career in finance.
Experience
Private Wealth Management Intern
Aug 2025 — Present · Columbus, OH, US
Assisted in preparing detailed client reports and presentations.• Supported financial reporting processes and portfolio analysis to provide actionable insights for clients.• Helped with day-to-day branch operations, including account management and documentation.• Collaborated with Financial Advisors on client outreach, scheduling, and meeting preparation.
Education
The Ohio State University Fisher College of Business
Masters, Finance
Solon High School
High School Diploma
The Ohio State University Fisher College of Business
Bachelors, Finance, General
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