Anthony Marquez is a pre-business student graduating in 2021. This winter break, Anthony had an externship with Wells Fargo in Irvine, CA.
Why did you want to do this externship? I wanted to do this externship in order to gain experience in the real world of finance and have an inside look to what an investment manager does. I also wanted to see if this could be a possible career path for me in the future.
What did you do during this job shadow experience? During this job shadow experience I shadowed an investment manager at Wells Fargo Private bank for a full day of work. I learned about the career itself and the type of day to day work that is executed. I also had the chance to meet other people within the bank including a Private Banker and a Fiduciary Advisory Specialist.
What did you learn from the externship? I learned a lot about this position and the type of work that is expected. I was able to acquire insight into investment portfolios factoring in risk tolerance and client’s objectives, as well as learn efficient strategies of financial instruments focusing on capital preservation, growth, and income.
Anything else you’d like to share about your job shadow experience? The location in Irvine was amazing and all of the people in the company were easy to talk to and assisted me with any questions that I had. It is definitely a company and position that I will keep an eye out for in the future.