Dylan Estes
Madison
Summary
Analytical and results-driven Finance student known for high productivity and efficient task completion. Skilled in financial analysis, budgeting, and forecasting, with solid grounding in data interpretation. Excel at communication, teamwork, and problem-solving to contribute positively to collaborative financial projects.
Overview
2
2
years of professional experience
Work History
Wealth Management Intern
Tauzin Wealth Management
Ridgeland
06.2025 - 10.2025
- Facilitated financial planning for high net worth clients and business owners with AUM exceeding $500MM.
- Prepared client meetings, reviewing brokerage and retirement accounts for tailored strategies.
- Utilized Northwestern Mutual PX software to assist in developing personalized financial plans.
Wealth Management Intern
Community Wealth Management
Flowood
05.2024 - 08.2024
- Analyzed diversified portfolios for over 800 clients, influencing asset allocation decisions on $250 million AUM.
- Conducted market research to enhance portfolio management and investment strategies.
- Maintained accurate client records and organized files to ensure compliance with regulations.
Property Management Specialist
Estes Group Commercial Real Estate
Jackson
12.2023 - 01.2024
- Managed commercial properties valued over $200 million, ensuring maintenance and closing readiness.
- Coordinated tenant move-in and move-out processes to facilitate seamless transitions.
- Assisted in property inspections to ensure compliance with safety and maintenance standards.
Education
Bachelor's of Business Administration - Finance, minor in Accounting
Mississippi State University
Starkville, Mississippi05.2026
Skills
- Microsoft Office Suite (Advanced)
- Financial analysis
- Strategic planning
- Wealth preservation
- Risk assessment
- Market research
Activities
- Iron Phi Award (Raised $1,000+ for ALS research and completed a Major League Workout in honor of former baseball player, Lou Gehrig)
- Confounder and Vice President, MSU Real Estate Investment Club
- Active member of Phi Delta Theta (MS Beta)
- Dean's list Fall 2025
- President's List Spring 2024 & 2025
- Dean's list Fall 2023 & Spring 2023
- Academic and Colvard Future Leaders Scholarships
Timeline
Wealth Management Intern
Tauzin Wealth Management
06.2025 - 10.2025
Wealth Management Intern
Community Wealth Management
05.2024 - 08.2024
Property Management Specialist
Estes Group Commercial Real Estate
12.2023 - 01.2024
Bachelor's of Business Administration - Finance, minor in Accounting
Mississippi State University