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I worked at American Express as an intern (Less than a year)RecommendsNeutral OutlookNo opinion of CEORecommendsNeutral OutlookNo opinion of CEO
Good intro into the financial planning industry. Exposure to American Express' portfolio of products, corporate and client software systems. Experiencing interviews, fund manager sales pitches, advisor performance reviews. Experiencing the differences in advisor styles of managing/developing relationships with their clients.
Not being able to do more legally without attaining Series exams. A lot of the work was repetitive and updating client portfolio files. Would have liked to learn more regarding portfolio managing and asset allocation.