Cory Lewis is graduating in Spring 2018 with a major in Finance. Over the winter break, he had an externship at Wells Fargo in Irvine, CA.
Why did you want to do this externship? Wealth Management and Advisory is a field I’ve had interest in since beginning the Finance program at Eller. This externship afforded me the opportunity to see the inner workings of one of the largest high net worth advisory firms in the country.
What did you do during this job shadow experience? I shadowed the portfolio manager for high net worth individuals in The Private Bank.
What did you learn as a result of the externship? I was introduced to Wells Fargo’s Wealth Management process and strategy as well as other areas of the Private Bank such as trust and estate planning, credit, and investment management.