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Financial Planning Intern @Ameriprise Financial Services, LLC
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WORK HISTORY
Financial Planning Intern @Ameriprise Financial Services, LLC
Bedford, TX, US
As an intern at Momentus Wealth Management, I assist with financial planning, portfolio management, and client service. I support the team by conducting research, analyzing data, and helping develop personalized financial strategies for clients. This role allows me to gain valuable experience in wealth management and expand my skills in finance and client relations.
EDUCATION
Texas Christian University
Bachelor of Business Administration - BBA
ABOUT SUMMER BURLESON
Hello! I’m Summer Burleson, a cum laude graduate of Texas Christian University, where I…
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