Najeedah Ghias
Risk Management Summer 2018
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Role
Wealth Management Intern
Location
Langhorne, PA
When did you work there?
Summer 2018
Please list your major(s) and minor(s).
RMI, Financial Planning
Provide a general description of the work at your internship.
Assist client services manager with client meeting prep. Take notes during client meetings. Input client asset and liability info into eMoney and CRM software. Research bonds, stocks, and asset classes through Morningstar.
Did you have a mentor?
Yes
If so, how did he/she help you during your internship?
First contact for questions
Did you feel your RMI/AS classes better prepared you for the internship?
A little (there was some insurance involved i.e. LTC)
Were you assigned any special projects? If so please describe.
Created financial planning process graphic to distribute to clients
What were the supplemental benefits besides the pay?
Attended Blackstone Conference
Describe the company's internship program
Doable workload, interesting cases, lots of opportunities to grow and ask questions
Was the internship what you expected after the interviewing/hiring process?
Yes
Wealth Management Intern
Location
Langhorne, PA
When did you work there?
Summer 2018
Please list your major(s) and minor(s).
RMI, Financial Planning
Provide a general description of the work at your internship.
Assist client services manager with client meeting prep. Take notes during client meetings. Input client asset and liability info into eMoney and CRM software. Research bonds, stocks, and asset classes through Morningstar.
Did you have a mentor?
Yes
If so, how did he/she help you during your internship?
First contact for questions
Did you feel your RMI/AS classes better prepared you for the internship?
A little (there was some insurance involved i.e. LTC)
Were you assigned any special projects? If so please describe.
Created financial planning process graphic to distribute to clients
What were the supplemental benefits besides the pay?
Attended Blackstone Conference
Describe the company's internship program
Doable workload, interesting cases, lots of opportunities to grow and ask questions
Was the internship what you expected after the interviewing/hiring process?
Yes