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WHO WE ARE

Our Internship Program

Since the beginning, Vantage Point Financial has actively supported women interested in the financial advising industry. Although financial advising is a profession well suited to both men and women passionate about helping others, the majority of financial advisors are men. Since its start in 2002, the firm has provided over 22 college students the opportunity to further explore financial advising with an internship at Vantage Point Financial. Of these 22 interns, over 80% have been young women. Under the mentorship of David and Ashley, these former interns have since gone on to become successful businesspeople.

Vantage Point Financial also strives to provide students from diverse backgrounds the opportunity to intern. The firm’s 22 interns hail from over 8 countries, including India, China, South Korea, Thailand, Greece, Turkey, Iceland, and the US.

If you're interested in interning at Vantage Point Financial, please email your resume to joanna@vantagepointfinancial.com.

Here's a sneak peek at where former interns work today and what their current job titles are:

Continue reading to learn more about where these former interns are in our new “Where Are They Now?” series!

Sneha Rateria

Sneha Rateria

2004-2005 Intern | Boston University '05

Business Administration Major

Finance Concentration

What were your job responsibilities as a VPF intern?

  • Assisting David in updating portfolios.
  • Maintaining files.
  • Engaging in client meetings.

What was your biggest takeaway from interning at VPF?

  • Professionalism.
  • Organization.
  • How to manage interns and employees.

How did your VPF internship prepare you for your career post-graduation?

My VPF internship made me fall in love with Excel and made me realize work is fun! I loved assisting David with updating portfolios for investors, but now I love making financial documents. I learned that documentation is very important, and I focus a lot on that now with my own company. Also, although it may seem trivial, it is very important to note names whenever speaking with customers.

Do you have anything else you’d like to share about your VPF internship and how it translated into your career path post-graduation?

While interning at VPF, I was earning my Bachelor's degree at Boston University. Right after the internship, I started my own recruitment company in India. In 2004 and 2005, I was the only one working with Professor Griswold, and he taught me a lot about how to run a business of any kind. And that's how I got hooked on running various businesses!

Where do you work now?

I work at my own company, Sneha Rateria Fine Jewellery, as Director.

What are your job responsibilities?

  • Bringing in business.
  • Managing a team of 21 people.
  • Advertising and marketing.
  • Financial reviews.

What's your favorite part about your job?

I really enjoy the advertising and marketing part of the running my business. I also enjoy financial reviews which were actually taught by Professor Griswold at Boston University.

If you had one piece of advice for someone entering the financial services industry, what would it be?

Be prepared to work really hard, learn how to sell, and understand that it's okay to be rejected.


Christina Caprice

Christina Caprice 1

2008 Intern | Boston University '09

Business Administration Major

Finance and Entrepreneurship Concentration

What were your job responsibilities as a VPF intern?

  • Developing and distributing marketing materials including an informational brochure.
  • Organizing MBA student travel trip from Iceland to NYC.
  • Maintaining client list tracker.

What was your biggest takeaway from interning at VPF?

Use your network to consistently develop relationships; you never know when it will be useful (or when you can be useful to someone else)!

What is one of your favorite memories from interning at VPF?

Learning about David’s Iceland travels and developing a fascination for the country (I eventually went myself in 2018)!

How did your VPF internship prepare you for your career post-graduation?

My VPF internship taught me how to multitask in a professional environment and maintain curiosity for varied topics.

Where do you work now?

I work at Mastercard as the Director of Financial Planning & Analysis, Data & Services.

What are your job responsibilities?

  • Global services budgeting and forecasting.
  • Animating monthly and quarterly results.
  • Driving business insights and developing standard business KPIs.
  • Currency exposure calculations.

What's your favorite part about your job?

Being involved in a rapidly growing business and highly respectable company that takes corporate social responsibility seriously.


Helen Zhao

Helen Zhao

Summer 2016 Intern | Cornell University '18

Applied Economics and Management Major

Finance Concentration

What were your job responsibilities as a VPF intern?

  • Improving the CRM and customer engagement process by managing the client database.
  • Creating educational materials on passive investing and asset allocation for client consultations.
  • Researching ETFs and mutual funds to assist advisors in the selection of cost-conscious funds for client portfolios.

What was your biggest takeaway from interning at VPF?

Mentorship is very valuable to students as it provides motivation, learning opportunities, wisdom from an experienced person, constructive criticism, and positive mature relationships. Also, read the books your mentors recommend!

What is one of your favorite memories from interning at VPF?

Having lunch at the sushi place next door with Ashley!

How did your VPF internship prepare you for your career post-graduation?

My internship experience at VPF sparked my interest in investing, saving, and personal finance, which led me to pursue a full-time career in the financial services industry.

Is there anything else you’d like to share about your internship experience at VPF and how it translated into your career post-graduation?

Because my internship experience at VPF doesn’t exactly translate to what I’m doing now, I would strongly advise keeping an open mind towards all opportunities. You never know where you may end up, and often life takes you to better places than you had planned for yourself!

Where do you work now?

I work at Citi as the VP of Deposits Pricing Strategy & Analytics.

What are your job responsibilities?

The Deposits Pricing Team provides market intelligence, pricing strategy, and analytics for Consumer deposit products, applying a disciplined analytical decision process with a focus on driving profit and market share growth.

What's your favorite part about your job?

How Citi’s people and company culture are collaborative, inclusive, and results-oriented in my experience.

If you had one piece of advice for someone entering the financial services industry, what would it be?

Meet as many people as possible, not just for coffee or networking, but in your daily work life. The more people who can vouch for your work ethic, the more doors will be open for you in the future.


Olivia Eveslage

Olivia Eveslage 1

2016-2019 Intern | Boston College '19

Marketing and Business Analytics Major

Philosophy Minor

What were your job responsibilities as a VPF intern?

I was responsible for day-to-day client communications and meeting prep. I also helped David and Ashley launch VPF's client newsletter and plan VPF client events. Events ranged from information sessions on key financial topics to client appreciation dinners.

What was your biggest takeaway from interning at VPF?

The impact a caring advisor can have on a client. I witnessed David and Ashley help multiple clients through different stages in life (births, deaths, buying new homes, deciding on retirement). Having an advisor that truly cares, who seeks to help the client reach their goals makes the work all the more rewarding.

How did your VPF internship prepare you for your career post-graduation?

VPF taught me the importance of loving the people you work with, how much more enjoyable any task can be if you are doing it surrounded by like-minded, kind individuals. My internship also taught me that if you are working in a space you are passionate about, work never feels like work. The VPF team was always passionate about the work they do on a day-to-day basis. I hope to carry both of these ideals with me throughout my career. 

What is one of your favorite memories from interning at VPF?

My favorite memory from interning at VPF was after our first client appreciation event that we had put on. With the help of David and Ashley, we had a speaker from the Commonwealth Financial Network come and discuss investing for retirement. The event went off without a hitch, the clients loved it! It was great to see how much they appreciated all the hard work the three of us put into the event.

Where do you work now?

I work at CMA Strategy Consulting as a Senior Analyst.

What are your job responsibilities?

  • Analyzing client and market data within the TMT industry.
  • Assessing viability of new market entry or investment opportunities in order to help our clients grow in the ever-changing telecom and tech industries.

What's your favorite part about your job?

Being part of an industry that is constantly changing and evolving.

If you had one piece of advice for someone entering the financial services industry, what would it be?

If you have the opportunity, talk with a number of firms to find the best fit for your interests. There are so many niche spaces within the financial services industry, some more client-facing (financial advisors like VPF), some more product-specific (like working for a specific fund). Internships and rotational programs are a great way to see what area of the industry you like best!


Jade Meier

Jade Meier 1

Fall 2019 Intern | Endicott College '20

Finance and Marketing Major

What were your job responsibilities as a VPF intern?

Some of my more prominent responsibilities were portfolio research and client meeting preparation. One of the interesting concepts I was able to research was ESG investing for clients. David and I spent time getting to know the landscape and understanding how clients felt about sustainable and socially responsible investing.

What is one of your favorite memories from interning at VPF?

One of my favorite memories was attending a client event that we put on at the Harvard Club. The event was on how to best prepare and “pivot” for retirement. The event was extremely educational for not only clients but also for me. I was able to see the considerations that should be made for someone reaching retirement age. Ironically, there were also some correlations with my “pivot” from college life to “adult” life!

Another great memory was getting to attend Commonwealth 101 training with Joanna. We learned the ins and outs of software and CRM systems Commonwealth provides VPF with. We also were able to have lunch with Commonwealth CEO Wayne Bloom, who shared some great words of advice and memorable stories.

What was your biggest takeaway from interning at VPF?

My biggest takeaway from my internship at VPF was how the financial services space is all about trust. David and Ashley really showed me how impactful they have been on the lives of their clients. Joanna illustrated the importance of going above and beyond for clients. Together, the VPF team taught me what the client-advisor relationship should look like— something I am able to take with me every day in my current role.

How did your VPF internship prepare you for your career post-graduation?

My internship with VPF prepared me for my current role at Apex by teaching me the basics of the financial services and planning industry. At VPF, I became very familiar with financial planning through David and Ashley. The financial plan is vital to the services we offer at Apex and I am grateful that I was exposed to this concept before starting in my role at Apex.

Where do you work now?

I work at Apex Financial Advisors as the Assistant Vice President.

What are your job responsibilities?

My job responsibilities range from creating and updating financial plans, attending client and prospect meetings, day-to-day interactions with clients, monitoring custodial accounts, and involvement with the purchase of commercial real estate projects.

What's your favorite part about your job?

My favorite part about working for Apex Financial Advisors is that every day is different. Much like Vantage Point Financial, we assist clients with every aspect of our client’s financial lives. There’s always something new to learn!

If you had one piece of advice for someone entering the financial services industry, what would it be?

One piece of advice that I would give is to become familiar with financial concepts. Read up on investing, financial planning, taxation, or general money management. If you are passionate about financial services, becoming well-rounded in financial topics will prove to be invaluable.