Internship Insights

My name is Dalila Vu, and I am a senior at York College of Pennsylvania. I am majoring in finance and minoring in Spanish. I decided to major in finance due to the career advancement opportunities, diverse range of possible careers, and day-to-day use of my interpersonal and quantitative skills. Initially I had no plans to pursue finance,  but after two years in nursing, I decided that my skillset and personality traits are more aligned with business.

As a rising junior, I was searching for an internship opportunity that would allow me to advance my skills beyond the classroom and learn how to work with other professionals. I decided to apply to Domani Wealth after I found them online. I was initially interested in their team-based environment and felt that my values also fit in with theirs. I also liked that they were a smaller firm where everyone knows each other by name. I thought this would be a good fit to ease myself into the working environment and first internship.

For the application process, I submitted my resume on their website and then received a phone interview. After that, I was invited to an online video interview consisting of several of the employees and everyone was friendly. I interned for Domani Wealth this spring (January – May 2021) in their Practice Management Group with Jackie Keener as my supervisor. My tasks were focused on system audits and tax support functions. When I returned for this fall (August – December 2021) I was placed in their Investment Strategy Group with Andy Rohrer as my supervisor. I learned how to navigate their databases/systems, update their internal documents regularly, and provide useful research for my team to use to guide their investment decisions. It is great to see that my work is helpful to my team, and I am assigned tasks that are relevant, as opposed to ‘busy work’.

My favorite aspect about interning at Domani Wealth would be working with my coworkers since everyone is kind and always willing to help. If I need anything, they are an IM away and get back to me promptly. I gained a lot of exposure on wealth advisory services and felt included in my team. I was able to connect the knowledge I had learned in the classroom to the “office environment” (my internship was fully virtual). I enjoy being able to work virtually due to my hectic schedule as a full-time student and working an additional part-time job on the side.

For me, this internship at Domani Wealth has had a significant impact on my life professionally because I was able to develop both hard and soft skills. Having this internship experience set a solid foundation for future opportunities. This has helped me feel more confident in the workplace because it can be intimidating being inexperienced. Internships are meant to guide students and help them develop skills that will aid them when they enter the workforce as a full-time employee.

I recommend that all students should have at least 1 internship prior to graduation to get a glimpse of what might be coming ahead for them. Internships can be highly competitive; therefore, I also suggest students to add a minor, join extracurriculars, and start networking early. Apply to as many internships as possible and make sure your resume is approved by the professors in your major. Incorporate hobbies or activities that you enjoy but also will add some character to your resume such as learning a language. Look into the career development programs at your school and don’t be scared to scour the internet for internship opportunities!

Important Disclosure

Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this article serves as the receipt of, or as a substitute for, personalized investment advice from Domani. A copy of Domani’s current written disclosure brochure discussing our advisory services and fees continues to remain available upon request.


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