Ameriprise Financial
Financial Advising Externship
Aug 2025 – Sep 2025 · Los Angeles, CA
Analyzed client portfolios and researched market trends to support advisor decision-making and investment recommendations.
01
Analyzed diverse client portfolios, applying strategies in equities, bonds, and mutual funds for optimal long-term performance.
02
Researched market trends to enhance advisor decision-making and improve client presentations.
03
Evaluated fund performance using financial software, generating insights to support investment recommendations.