As a Finance Associate Intern in the Wealth Management division at W3, I assist in the management and organization of client portfolios, supporting the team in delivering high-quality financial planning and investment services. This role allows me to combine two of my passions: finance and building meaningful relationships with people.
Prior to joining W3, I completed an internship with The J.M. Smucker Company in the spring of 2025, where I gained valuable corporate experience. I also worked at Medina Country Club for four years, where I developed strong communication and service skills that continue to support my client-focused approach.
I’m excited to grow in the wealth management field and contribute to the success of both the team and our clients.
