Verified recordFinancial Services

Eli Wilson

Finance Intern at Prime Capital Financial

Based in Kansas City, United States

View on LinkedIn

7-day free trial · no credit card

Seniority

Staff

Department

Finance & Accounting

Location

Kansas City

Industry

Financial Services

Company size

317

Contact information

Reveal Eli's email and phone

Direct contact data is gated. Sign up and reveal. You only pay for verified records.

1 credit

e•••••••@primefinancial.com

Phone

5 credits

+1 ••• •••• ••••

You only pay for valid records. Bounced emails and disconnected numbers cost nothing.

Background

About Eli Wilson

I have a strong passion for both the technical side of investing and the personal connections that drive effective financial planning, which has fueled my dedication to building a career in the wealth management industry. Through internships in Financial Planning, Block Trading, and Sales, I’ve gained hands on experience and valuable exposure to industry leading software such as Bloomberg, Morningstar, Thinkorswim, MoneyGuide Pro, Holistiplan, and CRM platforms. My interest in portfolio construction is demonstrated by earning 1st place in the National Student Portfolio Competition, where I outperformed the S&P 500 by 2.94%. Additionally, I’ve passed the Series 66, Securities Industry Essentials (SIE) Exam, Wealth Management Specialist (WMS™), and Accredited Investment Fiduciary (AIF®) Exam. Upon graduating in May, I plan to sit for the CFP® exam. Email: Elijahriley30@gmail.com

Decision-makers

Other people at Prime Capital Financial

Browse the Prime Capital Financial team →

Build a list of verified contacts at Prime Capital Financial

Free for 7 days · 50 credits · no card · only pay for verified records.

Start free

Reach more buyers like Eli

250M+ professionals with verified email and phone. You only pay for records that actually verify.

Start free, 50 credits See pricing

7-day trial · no credit card · cancel anytime