Madison McCarrin

I am Madison McCarrin and a student at The University of South Carolina. My majors are Finance and Marketing. Special thanks to Atul, Greer, and Kathy for taking the time to train and showing me, how financial planning business operates. I have gained valuable experience in wealth management with them and am so grateful to have had the opportunity to work here. I have enjoyed making connections with my fellow interns and coworkers at Cola Wealth. Having the support of my coworkers with their willingness to help me and share knowledge has made this experience truly meaningful.

During my internship, I have gained valuable direct experience with the operational side of wealth management. By preparing annuity applications and client data, I have learned how important accuracy and organization is when collaborating with client accounts and financial products. I have also learned how to apply financial concepts learned from undergraduate education to real-world client situations.