Brian Carbajal is currently pursuing a Bachelor's degree in Financial Planning and Wealth Management & Marketing at the University of Delaware, expected to graduate in June 2025. Brian has gained diverse experience through various positions, including a Summer Intern at Fidelity Investments starting in June 2024, and serves as the Chairperson for the Lerner Student Advisory Board since May 2024. Previous roles include a Cashier/Barista at Brew Haha since July 2021, an Undergraduate Teaching Assistant at the University of Delaware from August to December 2023, and internships at Point to Point Wealth Planning and WSFS Bank, where responsibilities included client communication, financial reporting, and administrative tasks. Additionally, Brian worked as a Property & Casualty Licensed Insurance Producer at State Farm from April 2022 to January 2023.
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