Question: Throughout the course, you will be working on a Wealth Management Analyst Project due Thursday of Unit 8. For this project, imagine you are a
Throughout the course, you will be working on a Wealth Management Analyst Project due Thursday of Unit 8. For this project, imagine you are a new hire at a wealth management firm and tasked with determining the location of a brick-and-mortar office within Connecticut. As the analyst, you must suggest what type of financial products the office should offer and suggest an office location. Please use the data set attached in the Unit to complete this assignment. Your analysis must include: 1. Determine where accredited investors are located. 2. Analyze the structure of the investor household. 3. Analyze the retirement income mix of the investor. 4. Suggestion of an office location (zip code not county). 5. Suggestion of wealth management offerings.
Data Set: https://post.blackboard.com/bbcswebdav/pid-9660293-dt-content-rid-103839058_1/xid-103839058_1
I am not looking for the answers, just a step-by-step walkthrough of how to make the large data set more readable in Excel, as there are hundreds of rows and columns.
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To make a large dataset more readable and manageable in Excel especially when it contains hundreds of rows and columns follow this stepbystep walkthrough to organize analyze and structure the data Ste... View full answer
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