Keira Brodsky
@keirabrodsky
I'm a finance student building financial analysis, wealth management, and product discovery experience.
United StatesWhat I'm looking for
I've supported Reno Tahoe Wealth Management by creating 50+ client Personal Financial Organizers and contributing to personalized financial-planning discussions. At McKenzie Properties, I analyzed balance sheets, income statements, and cash flow statements while assisting with real estate evaluations.
I'm pursuing a B.S.C. in Finance at Santa Clara University and contribute to Delta Sigma Pi through finance tracking, fundraising, alumni networking, and professional-development events. I also helped design and test a Canvas-integrated mental health platform with 30+ students through the Mindset Scholars program.
Experience
Work history, roles, and key accomplishments
Wealth Management Intern
Reno Tahoe Wealth Management
May 2025 - Jun 2025 (1 month)
Supported wealth management professionals by maintaining client records and creating 50+ Personal Financial Organizers using internal software and Microsoft Excel. Attended team strategy discussions on personalized financial planning.
Education
Degrees, certifications, and relevant coursework
Santa Clara University
Bachelor of Science in Commerce, Finance
Pursuing a Bachelor of Science in Commerce with a concentration in Finance, expected graduation in May 2029.
Sage Ridge School
High Honors Diploma, General Studies
Graduated with High Honors Diploma in May 2025.
Tech stack
Software and tools used professionally
Availability
Location
United StatesAuthorized to work in
Job categories
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