Ishaan Paul

Intern @ Wealth Enhancement

About

I was always interested in two things: helping as many people as I can, and being good with numbers. I was always really good at math in high school, going as far as to tutor kids with learning difficulties in SAT Math to help improve their score. The reason I became an Accounting major was during an internship I had at a Wealth Management company. At this internship, I got to network with lots of people, work under the guidance of a wealth manager, as well as develop a love of accounting and an unending curiosity about the business world. During my time at Kelley and beyond, I aim to learn as much as possible about the business world as possible, so that I can gain perspective on all sides of the business, so that I can be a more successful business professional in the future.

Country

United States

City

Vernon Hills

Industry

Accounting

Skill

Computer Information Systems, Microsoft Excel, Project Management, Financial Modeling, Note Taking, Networking, Microsoft Power BI, Homework Help, Online Tutoring, Public Speaking, Persuasive Speaking, Administrative Assistance, Teaching, Office Administration, Assistants, Personal Assistance, Professional Communication, Self-confidence, Constructive Feedback, Accountability

Experience

Intern

Wealth Enhancement

2025-6 - 2025-8 · 3 mos

1. Automated administrative processes by developing and deploying AI workflows, enhancing operational efficiency and data management. 2. Conducted in-depth analysis of over 50 client meetings, discerning key communication strategies and enhancing client engagement approaches. 3. Leveraged AI agents to expedite critical business processes, including meeting preparation, presentation development, and summary generation, significantly boosting productivity. 4. Cultivated relationships with over 10 cross-functional professionals spanning investment management, process optimization, and wealth management, gaining diverse industry insights. 5. Developed sophisticated financial models and data visualizations using Power BI and Excel to project investment fund longevity, informing strategic client financial planning. 6. Managed client accounts and facilitated operational processes on key financial platforms including Schwab, Fidelity, and Salesforce, ensuring seamless service delivery.