As the Summer 2023 Interns finish up their internship, they report a final message:
Eleven weeks at Evermay Wealth Management have come to a close, and it’s been an insightful journey! Our internship has been a whirlwind of growth, learning, and hands-on experience in the world of finance.
Diving into CRM reconciliation, we've learned the balance between accuracy and efficiency. The intricate process has sharpened our analytical thinking, use of Excel, and attention to detail, lessons we'll carry with us throughout our careers.
Compliance research became a significant aspect of our learning curve. Navigating through the regulations, rules, and laws was challenging, yet rewarding. We’ve worked on investment research and reviewed regulatory filings.
Our work on 529 and RMD reviews has allowed us to delve into the specialized area of education and retirement savings plans. Understanding the nuances of helping families strategize for their future has been gratifying and personally informative.
The in-house stock trading competition was a highlight of our time at Evermay. It wasn't just about predicting market trends; it was a tactical challenge that required careful planning, analysis, and the courage to make decisive moves. Trading with fellow interns brought a collaborative spirit to our competitive edge and served as an exciting, real-world extension of our financial studies.
A heartfelt thank you to the Evermay team for this remarkable opportunity. The knowledge we've gained, the friendships we've forged, and the professional skills we've honed have made this an unforgettable experience. And we extend a special thanks to our amazing boss Dana R. Tomisek, who has guided us and fostered an environment where learning and excellence thrive. Here's to the future, built on the strong foundation laid during this enriching internship!
Samuel Kopylev and Nicole Koko
#internship #CRM #compliance #stocktrading #finance #wealthmanagement
Finance Student at Fairfield University
1moThrilled to be a part of the program this summer!