Charlotte Wasserman

Wealth Management Intern at Wellspring Financial Advisors
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
Greater Cleveland

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

5.0

/5.0
/ Based on 1 ratings
  • (1)
  • (0)
  • (0)
  • (0)
  • (0)

Filter reviews by:

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

You need to have a working account to view this content.
You need to have a working account to view this content.

Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Wealth Management Intern
      • Jun 2023 - Present

      • 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.

      • 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.

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Finance Internship
      • 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

    • Public Speaking
      • 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.

    • United States
    • Hospitals and Health Care
    • 1 - 100 Employee
    • Camp Counselor
      • 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.

    • United States
    • Philanthropic Fundraising Services
    • Co-Creator of Get Gritty Cleveland Events
      • 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.

Education

  • Southern Methodist University
    2022 -
  • Hathaway Brown School
    High School Diploma, General Studies
    2018 - 2022
  • WIT - Whatever It Takes
    Intro to PR and Marketing
    2021 - 2022
  • Hathaway Brown School
    2008 - 2022

Community

You need to have a working account to view this content. Click here to join now