Jake Spandorfer successfully completed a summer internship at Alderman-Laney-O'Brien-Holt Financial Consulting Group between May and July 2015. He performed above expectations in operations by assisting with client services and managing organizational projects. In investment management and research, he helped with portfolio reviews and completed multiple research projects. For relationship management, he assisted with client events and correspondence. His managers would highly recommend him for entry-level financial or investment positions and are confident in his future success.

1. Regarding:
Jacob A.Spandorfer
2319 Portside Way
Charleston,SC 29407
Mobile:843-343-3275
Mr. Jake Spandorfersuccessfully completed a summer internship between the dates of May 15th
, 2015
through July 30th
2015 at Alderman-Laney-O’Brien-Holt Financial Consulting Group of Wells Fargo
Advisors in Charleston, SC. While serving within several industry capacities detailed below, Mr.
Spandorfersuccessfullycompleted all tasks,responsibilities and projects above expected performance
levels.
Operations (exceptionalperformance)
- Assistedwithclientservice requested.
- Managed internal organizational projectwhichincludedasupervisoryrole of internsandpart-
time employees.
InvestmentManagement &Research(good to exceptionalperformance)
- Assistedwithpreparationof clientportfolioreviews.
- Completedmultiple researchprojectswhichincluded:CashBalance StrategieswithinQualified
Plans, RisingDividendStocks,andMutual FundPerformance Analysis.
RelationshipManagement (exceptionalperformance)
- Assistedwithmultiple clientrelationshipprojectswhichincluded: Twoclientappreciation
events,charityevents,andholidaycorrespondence.
- Superviseddataentryandprogrammingof annual clientinformational upgrade/update
Our teamwouldhighlyrecommendMr.Spandorferforanyentrylevel positioninthe
financial/investmentindustryandhave the utmostconfidence inhisfuture success. Please contactus
directlywithanyquestionsorif inneedof a verbal reference.
Regards,
Brad Waite
Team Manager
Don Alderman
Managing Director– InvestmentOfficer