Finance & Wealth Management Intern

Morgan Klein

linkedin.com/in/morganeklein 334-***-**** ************@*****.***

EDUCATION

Bachelor of Science, May 2026

The University of Alabama, Culverhouse College of Business

Major: Finance Minor: Personal Wealth Management

WORK EXPERIENCE

Management Intern, August 2025- May 2026

Arthur J Gallagher & Co, Birmingham, AL

Supported HR and talent acquisition functions by coordinating candidate outreach, scheduling interviews, and maintaining organized records across multiple concurrent hiring initiatives

Partnered with advisors and leadership to assess staffing and client engagement needs, streamlining communication workflows and improving internal coordination processes

Maintained accurate documentation and assisted with onboarding support, ensuring compliance with internal policies and delivering a consistent, professional experience for new team members

Financial Planning Intern, May 2025 – August 2025

First Command Financial Services, Enterprise, AL

Supported financial advisors in building customized financial plans and assisting clients with debt consolidation, loan refinancing, and life insurance solutions

Contributed to client acquisition by prospecting and coordinating events designed to engage and attract members of the military community

Completed rigorous licensing exams, including the SIE, Series 7, Series 66, and Life & Health Insurance to deepen industry knowledge

Operations Intern, December 2022 – August 2024

Matex Hose, Dothan, AL

Verified and corrected data in accounting systems, ensuring 100% accuracy

Assisted in preparing budgets and financial forecasts to support strategic decision-making

Utilized software like Microsoft Excel and SQL to analyze financial data, perform calculations, and generate detailed reports, improving productivity in budget forecasting and financial reconciliation

LEADERSHIP EXPERIENCE

Professional Women in Communications and Business, August 2024 – Present

Culverhouse College of Business, The University of Alabama, Tuscaloosa, AL

Mentor peers and support women’s leadership development

Foster professional growth by coordinating networking events and mentorship programs for women in business

UA Financial Planning Association Member, August 2024 – Present

Culverhouse College of Business, The University of Alabama, Tuscaloosa, AL

Collaborate with the university’s financial team to explore business finance strategies

Organize events and workshops to promote financial literacy and professional development among students

Gained networking experience with industry professionals through mentorship opportunities, gaining insights into financial management

Student Government Association, May 2023 – May 2026

External Affairs Committee, The University of Alabama, Tuscaloosa, AL

Collaborate with community leaders to strengthen the university-community

Work with the university administration and a student body of over 40,000 to enhance campus policies

Develop outreach programs that promote community engagement, student involvement, and awareness of policy changes within the campus community

TUSK Certification, May 2022 – May 2026

Culverhouse College of Business, The University of Alabama, Tuscaloosa, AL

Earned TUSK certification in critical thinking through The University of Alabama, reflecting strong analytical skills

Applied structured techniques to evaluate complex scenarios and develop effective solutions through TUSK training

Strengthened decision-making abilities by analyzing data, identifying patterns, and drawing evidence-based conclusions

HONORS & CERTIFICATIONS

Dean’s List, National Society of Collegiate Scholars, Alabama Advantage Scholarship, Alpha Lambda Delta Honor Society, SIE, Series 7 and 66, and State Life and Health Insurance

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