Finance and Real Estate Student (FSU)
Send a job offer directly to this candidate
I’m a diligent Finance & Real Estate student at Florida State University focused on commercial real estate, wealth management, and client-facing finance roles. Recently, I supported a wealth manager at Savvy Advisors on targeted outreach to attorney prospects, sat in on client meetings, and helped with research, notes, and follow-ups. In class and projects, I work comfortably in Excel (models, analysis, clean formatting) and communicate clearly under deadlines. I enjoy turning messy information into useful summaries for decision-makers. Open to Summer 2026 internships where I can contribute immediately and keep learning.
Savvy Advisors (Orange, CA) — Summer 2024 intern supporting portfolio management for high-earning attorneys. Helped prepare portfolio reviews and summaries, worked with a wealth manager on structured settlements and tax evasion strategies, and summarized risk/strategy notes to support advisor recommendations. Also built a pipeline of 250+ attorney prospects and streamlined client data and lead-qualification workflows to improve advisor efficiency.
Florida State University — B.S. Finance & Real Estate (GPA 3.78). Relevant coursework in financial management, real estate valuation, and data analysis. Succeeding in upper-level courses while developing professional knowledge and experience.
