Samuel Winer
Junior student attending Elon University, studying finance and member of the 3+1 program in business analytics.
- Role
- Ria Compliance Intern at Commonwealth Financial Network
- Location
- Franklin, MA, US
- LinkedIn followers
- 500 followers
About Samuel Winer
I have had a very diversified work experience and now currently work as an RIA Compliance Intern at Commonwealth Financial Network. This has been an incredibly rewarding experience, and I will be forever grateful that I got to work for such a well-rounded company. I have learned so much in just my short time here and have made so many valuable connections I plan to stay in touch with as I progress in my career. This job really tested and improved many of my soft and hard skills including data analytics, time management, presentation skills, and countless others that I will greatly benefit from. I have also worked as a sports marketing intern for Stonehill College, a camp counselor for the YMCA, and a host/To-go specialist at Chilis. All of these jobs have helped shape me into the person I am today I will continue to work hard and improve myself the best I can in any and all future endeavors.
Experience
Ria Compliance Intern
Commonwealth Financial Network
May 2025 — Present · Waltham, MA, US
Running administrative reports to support the teams ongoing tasks to review the activity of our advisors- Uploading transactions from quarterly reports and statements to company database- Recording outside trade data to capture instances of potential advisor trade conflicts- Supporting Ad-Hoc Team Projects to help support team in gather data for regulatory reviews or internal audits
Education
Elon University - Martha and Spencer Love School of Business
Bachelor's degree
2023 — 2027
Elon University - Martha and Spencer Love School of Business
Master's degree
2023 — 2027
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