Xavier Whetstone

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.

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.

Bachelor of Science in Finance – Roger Williams University (2030)

High School Diploma – East Providence High School (2026-06)