Summary
Overview
Work History
Education
Skills
Timeline
Finance Intern

Braylen Baldwin

Baldwin Wealth Strategies
Avon, IN
2
years of professional experience

Adaptable finance intern with a solid foundation in business and finance. Skilled in tracking client files, preparing advisor materials, and supporting financial plans. Brings strong detail, collaboration, and project management skills to fast-paced teams.

Work History

Finance Intern

2 Years 2 Months
Baldwin Wealth Strategies | 06.2024 - 08.2026
  • Analyzed portfolio data to support investment planning recommendations.
  • Prepared client account summaries and financial materials for advisor review.
  • Reconciled transaction details to identify discrepancies and resolve reporting issues.
  • Created financial plans for potential clients.

Education

No Degree - Business Administration And Finance

Indiana Wesleyan University | Marion, IN | 05-2030

Skills

Attention to detail
Adaptive
Financial analysis
Project management

Timeline

Finance Intern

Baldwin Wealth Strategies
06.2024 - 08.2026Read More

Indiana Wesleyan University

No Degree from Business Administration And Finance
Read More
Braylen Baldwin