Tsering Pelmo
Financial Planning Intern @T. Anton Investment House
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WORK HISTORY
Financial Planning Intern @T. Anton Investment House
Madison, WI, US
Utilize CRM (Advyzon) and Schwab Advisor Center to retrieve, organize, and update client account and household data, improving workflow accuracy and efficiency-Produce and analyze Morningstar aggregate reports to assess portfolio performance, highlight key trends, and current asset allocation for senior advisor review-Collaborate with portfolio managers to create and organize client meeting materials, promoting clear and effective communication between the firm and clients-Update client financial plans in RightCapital using uploaded documents such as Social Security statements, W-2s, and tax returns to support accurate projections ahead of annual review meetings
EDUCATION
University of Wisconsin-Madison
Bachelor of Science - BS, Personal Finance- Financial Planning
ABOUT TSERING PELMO
I am a senior at the University of Wisconsin-Madison, who is graduating May 2026 and pursuing a degree in Personal Finance—Financial Planning. With this bachelor\'s degree, I aim to become a CFP in hopes of promoting financial literacy for all. I deeply believe in the power of connection and community in terms of client relations, which is an environment I excel and thrive in. I\'m interested in being part of the financial service industry through career experiences to showcase and contribute the best I can.
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