INTERNSHIP: Ameriprise Financial Services, Inc.
Learn about financial advising at Merit Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, Inc.
When: Summer 2020
Hosted by: Sandeep Madhavan '99
When: Summer 2020
Hosted by: Sandeep Madhavan '99
Sandeep is a franchise owner and the lead financial advisor at Merit Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, Inc.
He serves over 120 clients in the Los Angeles area. His team provides a goal-driven approach to financial planning that starts with a commitment to listening to clients and striving to become someone they feel comfortable talking with. By taking the time to understand all of the financial concerns clients carry with them, Sandeep and his team make recommendations that drive them toward specific goals. His specific areas of focus are:
• Wealth Preservation Strategies
• Retirement Planning Strategies
• Small Business
• Estate Planning Strategies
• Charitable Giving
Sandeep is licensed and registered to conduct business in California. Based on licenses and registrations he holds, he may also conduct certain business in NY, WI, VT, MA, OH, RI, GA, FL, NJ, CO, TX, NC, KY, CT, NH, IA.
Some projects will allow for remote work. Sandeep is also available to review your resume and offer feedback.
For information on how to apply, contact the Alumni Office at alumni@webb.org.
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He serves over 120 clients in the Los Angeles area. His team provides a goal-driven approach to financial planning that starts with a commitment to listening to clients and striving to become someone they feel comfortable talking with. By taking the time to understand all of the financial concerns clients carry with them, Sandeep and his team make recommendations that drive them toward specific goals. His specific areas of focus are:
• Wealth Preservation Strategies
• Retirement Planning Strategies
• Small Business
• Estate Planning Strategies
• Charitable Giving
Sandeep is licensed and registered to conduct business in California. Based on licenses and registrations he holds, he may also conduct certain business in NY, WI, VT, MA, OH, RI, GA, FL, NJ, CO, TX, NC, KY, CT, NH, IA.
Some projects will allow for remote work. Sandeep is also available to review your resume and offer feedback.
For information on how to apply, contact the Alumni Office at alumni@webb.org.
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