Dustin Schmidt

Private Wealth Management Intern @ Morgan Stanley

About

I am a recent Finance and Economics graduate from Michigan State University’s Eli Broad College of Business. Having recently completed my double major in Finance and Economics with international experience through an exchange at BI Norwegian Business School. Gained hands-on insight into financial strategies during a Private Wealth Management internship at Morgan Stanley, where I supported client-centric initiatives. My background spans multicultural collaboration and a growing knowledge of international trade dynamics and economic policy. Working as a lifeguard and water polo coach has sharpened my leadership and adaptability. I am now eagar to translate my experiences into a full-time role.

Country

United States

City

San Francisco Bay Area

Industry

Financial Services

Skill

Microsoft Power BI, Financial Advisory, Cross-team Collaboration, Market Research, Financial Analysis, Analytical Skills, Account Management, Estate Planning, Estate Tax Planning, Global Perspective, Tariffs, Multicultural Team Building, Adaptability to New Environments, Organization Skills, Oral Communication, Data Entry, Communication, Customer Service, Microsoft Excel, Microsoft Word

Experience

Private Wealth Management Intern

Morgan Stanley

2025-6 - 2025-8 · 3 mos

San Francisco, California, United States

• Collaborated with a financial advisor team to gain insights into private wealth management operations. • Engaged in a comprehensive case study to understand the role of a financial advisor • Developed analytical skills by assessing client portfolios and market trends while providing findings to advisors • Enhanced teamwork abilities through collaboration with fellow intern cohort of 9 on various projects, interviews, and trainings