So…I’m back at it…blogging will be consistent from hear on out. Promise! I plan on having 2-3 new posts every week. I ended up going back to the States for four days including travel (2 whole days of flying…rough) to celebrate my friend’s life, and give support to my friends. Before leaving I have been hard at work at my internship with St. James Place.
My internship has opened my eyes to a whole new side of finance…client relations. This is a awesome part of finance. Once, you have been in the industry, have a solid understanding of its workings, your goal should be to limit your clients to a high net worth list, and entertain them, as other fund managers actually calculate, and manage the money for you. This is what my boss does, Maria Kyrtisis, has been in the industry forever, and now basis her career on client relations and making sure her clients are happy.
I support her in these endeavors of entertainment, from attending lunches to going to Wimbledon for the renowned tennis tournament. At every place I meet clients and update them on their investments, and help take notes on any financial plans they may want to change or update. As well, I am creating excel documents that will easily depict a clients investments for a clearer understanding then what the fund managers offer in documentation.
In addition, to my internship I have done some sight seeing to London. Below are a few pictures of some of the major sights to London. The pictures include Westminster Abbey, Parliament/Big Ben, Buckingham Palace, the typical British phone-booth, and Wimbledon pictures.