Santiago Spicker
Wealth Management Intern @Wealth Warden Partners
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WORK HISTORY
Wealth Management Intern @Wealth Warden Partners
Tampa, FL, US
Participated in a selective 10-week program emphasizing financial planning, investment research, and portfolio management strategies.• Supported client strategy development through exposure to asset allocation, investment products, and advisory planning tools.• Gained practical experience in sales, marketing, finance psychology, and relationship management aligning with industry-standard wealth management practices.• Prepared to obtain the Series 65 License (Dec 2025) to assume advisory-level responsibilities.
ABOUT SANTIAGO SPICKER
In high school, I started Santiago Spicker Strong — a nonprofit that\'s now raised over…
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