Xavier Whetstone
Finance Intern
Talent
Boston, MA, United StatesMember since June 17, 2026
Salesforce CRMFreshaClient Relationship ManagementLead GenerationCold CallingFinancial MarketsWealth Management OperationsCommunicationMicrosoft OfficeAnalytical Skills
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Salesforce CRMFreshaClient Relationship ManagementLead GenerationCold Calling
About
Utilized Salesforce CRM to manage client records and track prospective clients. Conducted cold and warm outreach to support lead generation efforts. Assisted with client scheduling and operational workflows.
Experience
Finance Intern at Euclid Financial Services (2025-01 – 2025-03)
- Utilized Salesforce CRM to manage client records and track prospective clients.
- Conducted cold and warm outreach to support lead generation efforts.
- Assisted with client scheduling and operational workflows.
- Developed professional communication and client service skills.
Finance Intern at Euclid Financial Services (2026-06 – 2026-08)
- Supported wealth management and financial planning operations.
- Managed client follow-ups, appointment coordination, and relationship management tasks.
- Utilized Salesforce CRM and Fresha software to maintain organized client data and workflows.
- Collaborated with advisors on day-to-day business development and client service initiatives.
Education
Bachelor of Science in Finance – Roger Williams University (2030)
High School Diploma – East Providence High School (2026-06)
Skills
Finance Intern
