Photo: Mark Friedenthal ’91 (left) pictured with Dylan Zhou ’19 (right).
Dylan Zhou ’19 interned with investment advisory company Friedenthal Financial, LLC during the 2018 Co-Op Program. He recently co-authored an article, “Should You Include Social Security in Your Clients’ Financial Plans?,” with the company’s president Mark Friedenthal ’91. It was published April 4, 2019 on the Financial Planning Association’s Practice Management Blog.
During his internship, Dylan gathered and analyzed data on Social Security using Tolerisk risk-assessment software, sat in on conference calls and consultations, and used Bloomberg Terminal to track stock trading and code in Excel, among other responsibilities.