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Benjamin Dobulis

Benjamin Dobulis

Private Wealth Management Intern

Followers of Benjamin Dobulis121 followers
location of Benjamin DobulisPalm Beach Gardens, Florida, United States

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  • Timeline

  • About me

    Student at Palm Beach Atlantic University

  • Education

    • Palm Beach Atlantic University

      2020 - 2024
      Bachelor of Science - BS Finance, General

  • Experience

    • Upward Wealth Group

      Jan 2023 - May 2023
      Private Wealth Management Intern

      An internship in wealth management which included stock analysis, compliance reporting, creation of educational materials, and paraplanning.

    • Legacy Financial Group

      May 2023 - now
      Financial Planning Intern

      An internship where I support the director of planning at Legacy Financial Group by researching the market, utilizing planning software, making portfolio recommendations, and researching financial products.

  • Licenses & Certifications