Kurt Imon in

Kurt Imon

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Private Wealth Operations Intern at Bison Wealth, LLC
📍 Greater Tampa Bay Area, United States

Kurt Imon is a finance and operations professional focused on wealth management platforms. As an intern at Bison Wealth, he leverages experience in transaction processing, investment operations, and operational controls. He is a graduate of the University of South Florida with a degree in Economics and holds Bloomberg certifications.

During a prior internship at Citizens, he single-handedly originated and booked over $1. 1 million in student and parent loans.

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Experience
1 Years
Current Role
Private Wealth Operations Intern
Location
Greater Tampa Bay Area, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Kurt cares about

Wealth Operations
His current internship focuses on the operational side of wealth management, including TAMP operations, trading workflows, and portfolio management.
Investment Platforms
He is experienced with key industry platforms, including Bloomberg, FactSet, Orion, and Morningstar, and holds Bloomberg certifications.
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Career

Work history

1-2026
Private Wealth Operations Intern
Bison Wealth, LLC
10-2025 - 12-2025
Wealth Management Intern
Florida Financial Advisors
6-2025 - 8-2025
Consumer Lending Intern
Citizens
9-2023 - 11-2023
Human Resources Intern
Marriott Hotels
In the press

Media appearances

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Education
Bachelor of Arts - BA
University of South Florida
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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