Alexandra Cote

I am Alex Cote and I am a student at The University of South Carolina. My major is Finance & Supply Chain with a concentration of Data Analytics. A special thank you to Jonah, Jason, and Lisa for taking the time to guide me throughout my internship and include me in so many distinct aspects of the wealth management process. I am grateful for everything they taught me and for the opportunity to gain real-world experience while learning from such a supportive team.

One of my favorite parts of the internship was being able to collaborate with my team and the other interns while getting direct experience in the financial industry. I especially enjoyed sitting in client meetings, researching investments, and presenting weekly stock pitches because it gave me the opportunity to build my confidence and better understand how investment decisions are made. 

Throughout my internship, I learned a lot about investment strategy, financial planning, and the day-to-day responsibilities involved in managing client portfolios. I gained experience analyzing stocks, annuities, CDs, bonds, interest rates, and yield curves, while also learning how important accuracy and organization are when maintaining client records and account data. Most importantly, I learned how concepts I have studied in school can be applied to real client situations and investment recommendations.