Savannah Halva

Major: Financial Counseling and Planning
Company/Organization: Keeling Wealth Advising
Destination: Ames, Johnston, Iowa
Timeframe: Fall 2019
Advisor/Coordinator Email: steckelb@iastate.edu

Responsibilities

I did a lot of operations-based projects regarding prospect management. I was also able to observe several client meetings.

Accomplishments

I was able to implement a prospect management system with the company.

Learning experience

Sometimes plans change when you introduce a project to other people, and thats ok. You can adapt based on new input.

What advice would you give?

Don't be afraid to ask for things; people are likely to help you reach your goals and do what they can to make things happen.

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