Cody Chamberlain

Wealth Management Intern @ Wealthspire

About

My CliftonStrengths®: Achiever Relator Discipline Self-Assurance Focus

Country

United States

City

Washington DC-Baltimore Area

Industry

Financial Services

Skill

Experience

Wealth Management Intern

Wealthspire

2025-6 - 2025-8 · 3 mos

Annapolis, Maryland and Fulton, Maryland Offices

• Built and presented a comprehensive eMoney Advisor profile for fictitious prospective clients and their family as part of a capstone project, delivering findings to senior advisors • Observed client meetings and updated financial data in eMoney Advisor in real time, strengthening understanding of advisor-client relationship dynamics • Created and updated prospective and existing client profiles in eMoney Advisor to ensure accurate and current financial information • Produced client meeting review packets using Salesforce, Envestnet Tamarac Reporting, Charles Schwab, eMoney Advisor, and Holistiplan • Reviewed client portfolios, evaluated target allocations, identified rebalancing needs, and executed trades via Envestnet Tamarac Trading to align with target allocations • Completed extensive training in Salesforce, Envestnet Tamarac Trading and Reporting, Charles Schwab, eMoney Advisor, and Holistiplan • Updated Salesforce scheduling for clients of the Annapolis, Fulton, and Salisbury offices