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Megan Wolf

Megan Wolf

Intern

Followers of Megan Wolf824 followers
location of Megan WolfAustin, Texas, United States

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  • Timeline

  • About me

    Wealth Management Intern at Morgan Stanley | Finance Student at The University of Texas at Austin

  • Education

    • The University of Texas at Austin

      2021 - 2025
      Bachelor of Business Administration - BBA Business Administration and Management, General

      Activities and Societies: President of Women in Business Association, Undergraduate Business Council, McCombs Leadership Program, Peer Led Undergraduate Studying Facilitator for ACC 311 & ACC 312, BBA Women's Council, Management Consulted Program, Texas Sunshines

    • Texas McCombs School of Business

      2021 - 2025

  • Experience

    • TD Ameritrade

      Oct 2019 - Mar 2020
      Intern

      • Created customer engagement solutions from market research with four interns• Presented 15-minute proposal to board about initiating a sponsored program for high schoolers to gain financial literacy

    • Chelsea Hall Learning Center

      Aug 2020 - May 2021
      Student Tutor

      • Tutored grades nine-12 on SAT, ACT, and high school coursework on an individual level• Assisted teachers in clerical work, scheduling, cleaning, and promoting the center as one of four tutors

    • Goldman Sachs

      May 2022 - Jun 2022
      Goldman Sachs Virtual Insight Series Participant

      • Selected from over 10,000 applicants to participate in series consisting of interactive workshops and small group discussions• Analyzed roles and divisions within Goldman Sachs and reviewed best practices for interviews and networking

    • Texas McCombs School of Business

      Sept 2022 - now
      Assistant Program Coordinator

      • Coordinate 10+ events with industry partners and organizations to increase student awareness of wealth management• Delegate tasks across five student workers, create meeting agendas, and lead weekly staff meetings• Hosted and marketed first Wealth Management Career Fair with 15 companies and first Wealth Management Company Visit for 10 McCombs students

    • Girls Who Invest

      Feb 2023 - Aug 2023
      Girls Who Invest OIP Scholar

      • Selected for competitive 7-month program to gain understanding on the investment industry, accounting fundamentals, and financial concepts• Earning certifications from the CFA Institute, Wall Street Prep, Project Destined, Bloomberg Concepts, and Wharton Online

    • SFMG Wealth Advisors

      Jun 2023 - Aug 2023
      Financial Planning Intern

      • Develop personalized financial plans and wealth management reviews for 50 high-net-worth clients using eMoney software• Collaborate with client analysts, advisors, estate attorneys, and CPAs for retirement planning and investment strategies to prepare for 10 client meetings• Research market and demographic data with intern team to present recommended adjustments to firm’s 12 financial planning assumption topics

    • Morgan Stanley

      Jun 2024 - now
      Wealth Management Intern

  • Licenses & Certifications

  • Honors & Awards

    • Awarded to Megan Wolf
      Barbara Jordan Senior Legacy Award McCombs School of Business Apr 2025 Awarded to two seniors who display leadership and have been vital in leaving a legacy at the McCombs School of Business. Barbara Jordan, the award’s namesake, was the first woman from the Deep South to be elected to the U.S. Congress. During her time in Congress, Jordan is best known for her strong commitment to her local constituents as well as her compelling defense of the Constitution in her opening remarks of the Nixon impeachment hearings. The award honors students who have shown… Show more Awarded to two seniors who display leadership and have been vital in leaving a legacy at the McCombs School of Business. Barbara Jordan, the award’s namesake, was the first woman from the Deep South to be elected to the U.S. Congress. During her time in Congress, Jordan is best known for her strong commitment to her local constituents as well as her compelling defense of the Constitution in her opening remarks of the Nixon impeachment hearings. The award honors students who have shown similar perseverance in their own leadership. A committee of students evaluates all applicants on the impact they have made as student leaders, mentors, and pursuit of their unique goals. Show less
    • Awarded to Megan Wolf
      George Mitchell Student Leadership Award McCombs School of Business Mar 2024 Awarded to two juniors in McCombs who actively inspire leadership in themselves and others and have an impactful vision for the future of the McCombs School of Business.As President and CEO of the University Co-Op, George H. Mitchell contributed to the continued innovation and financial stability of The University of Texas at Austin. To emulate this spirit of collaboration, applicants are evaluated based on the growth of personal leadership, vision, and achievement during their time at… Show more Awarded to two juniors in McCombs who actively inspire leadership in themselves and others and have an impactful vision for the future of the McCombs School of Business.As President and CEO of the University Co-Op, George H. Mitchell contributed to the continued innovation and financial stability of The University of Texas at Austin. To emulate this spirit of collaboration, applicants are evaluated based on the growth of personal leadership, vision, and achievement during their time at the McCombs School of Business. Show less
    • Awarded to Megan Wolf
      McCombs College Scholar - Mar 2023 Top 20% of McCombs School of Business
    • Awarded to Megan Wolf
      University Honors McCombs School of Business Dec 2021 Fall 2021, Spring 2022, Fall 2022, Spring 2023

  • Volunteer Experience

    • Member

      Issued by National Charity League, Inc. on Jan 2017
      National Charity League, Inc.Associated with Megan Wolf