CSi is growing, and we're happy to introduce three recent additions to our team– Grant Buntin, Rebecca Wright, and Zack O'Connor!
Grant began his role as a Client Relations Professional in early June, and has already hit the ground running! In this position, Grant works closely with Kristi and Bri to assist in servicing their wealth management clients. Grant graduated in May of 2020 with a Finance degree from Butler University, and holds his Series 6 and 63 registrations through LPL Financial, and the Series 65 registration through CSi.
In addition to Grant, we’re excited to have two interns spending their summer with us! CSi prides itself on offering a hands-on internship experience that is tailored to the students’ interests and talents. The ultimate goal of CSi’s internship program is for the college students to gain real world experience, learn about the financial services industry, and assist in determining a potential future career path.
Rebecca is a rising senior at Taylor University, studying Marketing and Public Relations. As CSi's first Marketing Intern, she works with Maeve on all marketing endeavors for the firm. Among her many abilities, Rebecca has experience in event planning, and has been putting her skills to use planning multiple celebrations for CSi's 50th Anniversary.
Zack is going into his senior year at Butler University, where he is majoring in Finance and Risk Management. As the Consulting Intern, he works closely with Erinn to assist in strengthening relationships with CSi's retirement plan clients and external partners. Zack utilizes his data analytics skills to work on a variety of plan administration projects, including conducting investment research and monitoring and streamlining business tools and processes.
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