About
Throughout this intensive period, I plan to delve into the world of financial planning and investing. By working with an investment banker in Philadelphia, I will be getting a firsthand look at what goes in to creating an investment portfolio. I will be learning about brokerage, underwriting, asset management, insurance, and merchant banking to help me understand the process of creating and assessing a personal investment portfolio. I will be working with an investment banker and his team to get more in-depth information get hands-on experience with financial planning. Through this experience, I hope to gain a better understanding of the duties and skills needed to be a financial advisor and to see whether or not it is something I would enjoy doing in the future.