Learning by experience, from experience
Wealth Management
01
NYC Stock Exchange
In 2025 Tina got the opportunity to go visit NYSE and meet with different people in this field. The team from wealth management not only planned the schedule but used there networking skills to get us the opportunity to be on the floor for the opening bell.
02
Portfolio Management
Tinc holds an impressive five figure portfolio fully managed by students in wealth management. They work to keep up with trends and flow in the market. Daily working to advance our portfolio and stay ahead of the index fund.
03
Statements
Even as a non profit money flows in and out. It is up to wealth management to track and record all money movement. They also work as advisors when it comes to moving money out. Twice a year they send a write up a fully statment that gets sent to the board treasurer.
04
Venmo and Paypal
Our Venmo and PayPal work as the way money come into the organization. It is up to welsh management to track all the incoming money flow and get it in its appropriate location. They also keep up with any updating needed and brand this to passable donors.
