Charter Oak Financial

Financial Advisor Intern

May - August 2022 • Southbury, CT

What I liked

I enjoyed learning the basics of creating financial models and evaluating companies. The people I worked with unequivocally cared for the greater good of their clients which only inspired me to go into the field more.

What I wish was different

I wish I had more of a daily routine. In my first year as the intern, I was mainly given busy work on a day-to-day basis.


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