Virtual Internship Program (VIP) – Project

Create a “Blitz” Marketing Campaign for Private Wealth Management Company

A Collaboration Between

Project Synopsis

WealthBridge Financial is small business that aims to help CPAs, Real Estate Professionals, and Medical Professionals with their wealth management and retirement strategy. If you're interested in the world of finance, this opportunity is for you! Throughout this program, you'll be working directly with Peter Lichtenberg, a private wealth manager with over 30 years of experience. His hope is to leverage you and your team to build out a "blitz-style" marketing campaign to aid with brand recognition and customer adoption. After learning about the businesses core offerings, Peter expects that you'll be able to assemble a strategic marketing plan, including target audience profiles and a marketing strategy so you can begin to test out the best ways for WealthBridge to acquire new customers.

Project Topics


Reporting, Financial Planning & Analysis

Research & Development

Sales & Business Development

Company Information

CompanyWealthBridge Financial Group
HQNew York, NY
StageSmall Business
Hiring PotentialFormal Internship, Entry Level Full-Time

Company Overview

Helping CPAs help their business / Professional clients Reduce Taxes while saving for Retirement.

Experiential Learning Program Details

Engagement FormatVirtual Internship Program (VIP) - Customized, Facilitated Virtual Internship Program
CourseWealthbridge Fall Internship
Students EnrolledN/A
Meeting Day & TimeTBD
Student Time Commitment4-7 Hours Per Week
Company Time Commitment2 Hours
Duration5.86 Weeks

Program Timeline

Touchpoints & Assignments Due Date Type

Key Project Milestones

Project Resources

There are no resources currently available

Industry Mentors

Company Admin

Peter Lichtenberg 

[email protected]

Academic Mentors

There are currently no supervisors assigned.

Assigned Students

There are currently no students assigned.