Adalene Sysum
Eaton Rapids,MI
Overview
1
1
year of professional experience
Work History
Wealth Management Intern
TFO Wealth Partners
06.2025 - 08.2025
- Assisted in preparing and processing account paperwork and onboarding documentation for multi-million dollar clients, ensuring accurate plan setup and maintenance.
- Supported management of $7B in client assets by updating systems, creating new client files, and closing outdated accounts.
- Partnered with Client Experience Coordinators and a 5-member operations team to facilitate onboarding, account servicing, and compliance tasks.
- Participated in 20+ meetings to build financial knowledge, strengthen communication skills, and refine relationship-building strategies in wealth management.
- Delivered 3 presentations, including one explaining complex financial concepts to internal teams, incorporating feedback to improve clarity and public speaking skills.
Insurance Intern
Haddad's Farm Bureau Insurance Agency
06.2024 - 08.2024
- Collaborated with a 7-member team on departmental projects to enhance overall efficiency.
- Managed over 30 client communications through calls, follow-ups, and personalized mail campaigns to re-engage past clients.
- Verified documentation accuracy and transferred 100+ of client records into a new software system.
- Boosted office productivity by organizing and preparing over 50 detailed client folders with personal information, policies, and product rates.
- Communicated effectively with staff members of operations, finance, and clinical departments.
Education
Bachelor of Arts - Economics
Hillsdale College
Hillsdale, MI05-2026
Skills
- Positive Attitude
- Teamwork and Collaboration
- Organized and Efficient
- Public Speaking
- Leadership Qualities
- Deadline Adherence
- Budgeting and finance
- Time Management
Timeline
Wealth Management Intern
TFO Wealth Partners
06.2025 - 08.2025
Insurance Intern
Haddad's Farm Bureau Insurance Agency
06.2024 - 08.2024
Bachelor of Arts - Economics
Hillsdale College
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