Charlotte Wasserman
Wealth Management Intern at Wellspring Financial Advisors- Claim this Profile
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Topline Score
Bio
LinkedIn User
Charlotte is a very driven, motivated, and an inspiring young entrepreneur. Her interests are in curating tools that foster thought leadership for younger people to grow up through her non-profit Its a Girls Life. To see a young ambitious teen curate the tools she wished she had for future generations is very promising. I am lucky to have mentored Charlotte 1:1 before her collegiate journey... can't wait to see what she does next! - Gi Robinson
LinkedIn User
Charlotte is a very driven, motivated, and an inspiring young entrepreneur. Her interests are in curating tools that foster thought leadership for younger people to grow up through her non-profit Its a Girls Life. To see a young ambitious teen curate the tools she wished she had for future generations is very promising. I am lucky to have mentored Charlotte 1:1 before her collegiate journey... can't wait to see what she does next! - Gi Robinson
LinkedIn User
Charlotte is a very driven, motivated, and an inspiring young entrepreneur. Her interests are in curating tools that foster thought leadership for younger people to grow up through her non-profit Its a Girls Life. To see a young ambitious teen curate the tools she wished she had for future generations is very promising. I am lucky to have mentored Charlotte 1:1 before her collegiate journey... can't wait to see what she does next! - Gi Robinson
LinkedIn User
Charlotte is a very driven, motivated, and an inspiring young entrepreneur. Her interests are in curating tools that foster thought leadership for younger people to grow up through her non-profit Its a Girls Life. To see a young ambitious teen curate the tools she wished she had for future generations is very promising. I am lucky to have mentored Charlotte 1:1 before her collegiate journey... can't wait to see what she does next! - Gi Robinson
Experience
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Wellspring Financial Advisors
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United States
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Financial Services
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1 - 100 Employee
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Wealth Management Intern
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Jun 2023 - Present
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Jan 2020 - Present
It's A Girl's Life is an educational nonprofit organization that that motivates teen girls to feel confident in taking control of their world and inspires them to be creators of their own story. Through events and other initiatives, girls will develop the tools necessary to make a difference for themselves and for others.
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Jun 2021 - Present
The podcast empowers college girls to become the creators of their own stories through inspirational interviews with powerful women such as Kara Goldin and Amanda Zuckerman.
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Clearstead
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United States
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Financial Services
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1 - 100 Employee
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Finance Internship
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Jul 2022 - Jul 2022
Shadowed professionals in institutional consulting, investment research, private client estate and tax planning and portfolio management Shadowed professionals in institutional consulting, investment research, private client estate and tax planning and portfolio management
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Public Speaking
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Jan 2020 - Jan 2022
Experienced public speaker to empower young women to live their best lives through self-improvement and leaning into their creativity. Delivered impactful talks at high schools and universities, including John Carroll University, Hathaway Brown, and Wellesley High School. Featured guest on a few podcasts to talk about starting a nonprofit in high school while balancing life as a young woman. Experienced public speaker to empower young women to live their best lives through self-improvement and leaning into their creativity. Delivered impactful talks at high schools and universities, including John Carroll University, Hathaway Brown, and Wellesley High School. Featured guest on a few podcasts to talk about starting a nonprofit in high school while balancing life as a young woman.
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Camp Robin Hood
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United States
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Hospitals and Health Care
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1 - 100 Employee
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Camp Counselor
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Jun 2021 - Aug 2021
Responsible for 22 twelve-year-olds, managing the logistics of their daily activities, mediating conflicts, and finding amicable resolutions. Responsible for 22 twelve-year-olds, managing the logistics of their daily activities, mediating conflicts, and finding amicable resolutions.
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GRACEDBYGRIT Foundation
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United States
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Philanthropic Fundraising Services
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Co-Creator of Get Gritty Cleveland Events
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Jan 2018 - Dec 2020
Partnered with a California-based organization to create the first of three GET GRITTY Cleveland events for teen girls. We hosted events in 2018, 2019 and the first virtual event in 2020. Partnered with a California-based organization to create the first of three GET GRITTY Cleveland events for teen girls. We hosted events in 2018, 2019 and the first virtual event in 2020.
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Education
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Southern Methodist University
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Hathaway Brown School
High School Diploma, General Studies -
WIT - Whatever It Takes
Intro to PR and Marketing -
Hathaway Brown School