Gamma Iota Sigma - Sigma Chapter
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Najeedah Ghias

Picture
Risk Management          Summer 2018
Video
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 

Contact US

Address:
Gamma Iota Sigma - Sigma Chapter
Temple University - 601C Alter Hall

1801 Liacouras Walk
​Philadelphia, PA 19122
GIS Office:
Phone: (215) 204-9368
Fax: (215) 204-4712
​Email: [email protected]
  • Home
  • About
    • Charity of Choice
    • Gamma Iota Sigma
    • Functional Area Information
    • Officers
    • Faculty Advisors
  • Speaker Series
    • H. Wayne Snider Distinguished Guest Lecturer
    • Bonnie Averbach Distinguished Guest Lecturer
  • Members
    • Attendance
    • Benefits
    • Achievements >
      • Awards for Excellence
    • Opportunities
    • Summer Interns
    • RAD Program
    • RMI Professional Designations
    • Professional Portraits
    • Gamma Gala 2024
  • Actuarial Science
    • What is Actuarial Science?
    • OWLympiad Math Competition
  • Professional Development
    • Road to the Resume Book
    • Resume Generator
    • Interview Skills Workshop Signups
    • Etiquette Workshop Signups
  • Alumni
    • Donations
    • Annual Golf Outing
    • ASMP Application
    • Update Information
  • Committees
    • ASCD Speaker Series
    • RMICD Speaker Series
  • Testimonials
  • Career Receptions
    • Upcoming Career Reception Information
    • Report Internship Offers
    • Report Full Time Offers
  • Communications
    • Risky Business
    • Press Releases
  • Media
    • Photos
  • Forms
    • AS/RMI Exam Fee Reimbursement Form
  • Start of Semester
    • 1. Membership Application Form
    • 2. Committee Selection Form
    • 3. Join RAD
  • Pay Dues
  • Contact Us
  • Search