Andy Lay

Financial Planning Intern @ Amplified Planning

About

I am a dynamic professional who brings exceptional analytical, research, and project management skills to every endeavor. With a solid grounding in business fundamentals, I have honed the ability to tackle complex problems swiftly, efficiently, independently, and as an integral part of a team. My enthusiasm and energy are at the core of my drive to succeed, fueling my commitment to achieve excellence in everything I do. I thrive in collaborative environments and believe in the power of teamwork to generate innovative solutions. My willingness to partner with others and contribute to a collective goal is underpinned by a collaborative mindset that values diverse perspectives and open communication. I am dedicated to leveraging my skills and energy to contribute to meaningful projects and drive positive outcomes.

Country

United States

City

Athens

Industry

Financial Services

Skill

Collaborative Problem Solving, Corporate Finance, Financial Projects, Financial Institutions, Client Communication, eMoney, Asset-map, Investment Planning, Retirement Planning, Estate Planning, Cash Flow, Connections, Analytics, Integrations, Client Site, Advisor Settings, Financial Planning, Financial Literacy, Investment Portfolios, Wealth Management Services

Experience

Financial Planning Intern

Amplified Planning

2025-5 - 2025-8 · 4 mos

-Gaining hands-on experience across key areas, including retirement, tax, insurance, investments, estate, and cash flow planning. -Leveraging industry-standard tools such as eMoney, Redtail, Morningstar, Asset-Map, Encore Estate Plans, and Excel to analyze client data, build financial plans, and create deliverables. -Engaging in weekly modules, case studies, and live office hours led by experienced CFP® professionals to strengthen planning knowledge and client communication skills. -Enhancing understanding of fiduciary standards, ethical practices, and the value of financial literacy in long-term client relationships.

Finance Intern

Truist

2025-5 - 2025-7 · 3 mos

Hixson, Tennessee, United States

- Attended a competitive leadership development internship program in financial services, business, and career discovery with Truist Enterprise. - Accomplished Business unit projects in correlation with corporate ambition, and was exposed to mentoring and training of senior management - Presented a Capstone presentation with the emphasis on the project results, personal development, and experience obtained about collaborating across functions

Front of House

Panda Restaurant Group

2024-1 - 2024-7 · 7 mos

Fort Oglethorpe, Georgia, United States

As a Front of House Team Member at Panda Express, I provided excellent customer service in a fast-paced, high-volume environment. My role involved: Greeting guests and ensuring a positive dining experience. Taking accurate orders and processing transactions efficiently. Maintaining food quality, presentation, and portion control. Upholding cleanliness and health safety standards. Collaborating with team members to optimize workflow and customer satisfaction. This experience strengthened my communication, problem-solving, and multitasking skills while reinforcing my ability to work efficiently in dynamic team environments.

Wright School of Business Student Ambassador

Dalton State College

2024-1 - 2024-5 · 5 mos

Dalton, Georgia, United States

- Providing accurate information on the campus and clearly relaying the information to incoming students - Representing the Wright School of Business to students, schools, and organizations