Profiles

What are you doing this summer? I worked for Whittier Trust Company in San Francisco as a Wealth Management and Client Advisory Intern! My first five weeks were spent as a part of the Wealth Management team, doing investment research on both companies and sectors as a whole. My second five weeks were spent on the Client Advisory team, working on client portfolios and doing analyses on asset allocation/distribution to optimize the performance of the portfolio while also adhering to the needs of the clients.

 

What has been the most memorable part of your experience? I loved being able to connect with such a wide range of employees at the intern, associate, and executive level. I met people from several different offices across 3 states as a part of my time at Whittier and worked intimately with associates and senior vice presidents for all projects, which gave me the opportunity to learn from a variety of perspectives and experiences.

One thing you have learned during this summer experience? I learned how invaluable it is to have hands-on exposure in a professional setting. I gained knowledge in both the wealth management and client advisory fields, and I was able to combine my knowledge from classes that I've completed at Santa Clara and synthesize these two ideas to create an incredible learning opportunity.