Jake Wingate ’24 used his summer funding to pursue an internship at Lionheart Wealth Management. Lionheart, a subsidiary of Ameriprise Financial Services, LLC, is an independent wealth management, investment advisory, and financial planning practice. The firm supports corporate executives and employees throughout the United States with their financial planning and investment strategies.
Lionheart recently moved from Equitable Advisors to Ameriprise, and Jack assisted with the onboarding process of the firm’s clients. He participated in client calls, meetings, prospect calls, financial analysis, and asset management, in addition to assisting with the reintegration of client databases into the Ameriprise framework.
As a part of this internship, he utilized Microsoft Excel as well as merger techniques. Jack’s internship also included work on the firm’s marketing campaigns. He worked on social media campaigns, business development, and promotional methods to attract new clients.
91Â鶹¾«Æ· and its generous alumni and parent donors offer grants to support students' living costs and supplemental expenses to pursue unpaid and underpaid summer experiences. Learn more about 91Â鶹¾«Æ· summer funding.