Sam Lenchner
Incoming Wealth and Investment Management Intern @ Wells Fargo
About
I am a Junior at The Ohio State University, pursuing a degree in Finance with a Minor in Financial Planning through the Fisher College of Business. Passionate about the world of finance, I have developed a diverse skill set spanning across areas such as investment analysis, financial modeling, forecasting, and comprehensive financial analysis. My experiences have allowed me to build a strong foundation across multiple domains, enabling me to approach challenges with both analytical precision and strategic insight. Feel free to contact me through my email: lenchner.2@buckeyemail.osu.edu
United States
Columbus
Financial Services
Bloomberg Terminal, Financial Analysis, Financial Modeling, Consulting Principles, Microsoft PowerPoint, Microsoft Access, Microsoft Excel
Experience
Incoming Wealth and Investment Management Intern
Wells Fargo
St Louis, Missouri, United States
Wealth Management Intern - Private Client Group
Stifel Financial Corp.
Pittsburgh, Pennsylvania, United States
▪ Conducted investment research and performance analysis across equities, fixed income, and alternative assets to support financial advisors in developing tailored client portfolios ▪ Assisted with client service management by updating CRM records, tracking interactions, and monitoring follow-ups using Salesforce and other internal platforms ▪ Developed strategies to target prospective clients, supporting long-term AUM growth initiatives
Career Launch Program
Deloitte
Columbus, Ohio Metropolitan Area
▪ Selected as 1 of 45 out of 200+ applicants to complete a career-focused development program designed to enhance professional skills, including communication, leadership, and teamwork ▪ Collaborated with peers on case studies, applying critical thinking and analytical skills to address complex business problems by conducting data analysis and developing strategic solutions
Growth Equity Immersion Program Participant
PeakSpan Capital
Chief Executive Officer
Foundation for Free Enterprise Education (Pennsylvania Free Enterprise Week)
Williamsport, Pennsylvania, United States
• Led an executive team of 20 in setting and executing corporate strategies, establishing key performance indicators, and ensuring that company objectives were accomplished • Achieved milestones such as a 13.66% ROE (Average) and a 25% increase in stock price • Managed a fluctuating company budget and strategically reallocated resources as needed
Education
The Ohio State University
Finance
The Ohio State University Fisher College of Business
Finance, Minor in Financial Planning
North Allegheny High School
GPA: 4.0/4.0 Notable Coursework: AP Microeconomics (5), AP Macroeconomics (4), AP Psychology, Honors Finance and Investments, Honors International Business, Principles of Accounting 1&2
Sam Lenchner's Contact Information
Phone
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