Andrew Winter
Howard Beach
Summary
MBA candidate with a finance focus, complemented by a background in legal studies and experience in client advisory roles within the insurance and financial services sectors. Skilled in building client relationships and supporting personalized financial strategies that align with individual goals and regulatory requirements. Licensed in Life, Accident, and Health Insurance, with a strong interest in capital markets.
Overview
1
1
year of professional experience
1
1
Certification
Work History
Financial Representative
Northwestern Mutual
10.2022 - 09.2023
- Reviewed and interpreted client financial profiles to establish investment strategies aligned with risk tolerance and insurance needs.
- Developed and maintained client data entries in internal database, enabling effective financial model generation and detailed scenario analysis.
- Designed and delivered engaging presentations that outlined financial strategies and provided actionable recommendations for clients.
- Facilitated effective collaboration within teams, contributing to significant improvements in project success.
Education
MBA - Finance
Saint John's University
Queens, NY05-2026
Bachelor of Science - Legal Studies
Saint John's University
Queens, NY05-2022
Skills
- Client analysis
- Knowledge of capital markets
- Risk mitigation strategies
- Proficient in financial modeling
- Expense tracking
- Retirement financial planning
- Insurance solutions
- Collaborative teamwork
Professional Affiliations
Association for Supply Chain Management (ASCM)
- Exposure to supply chain analytics, operations strategy, and global logistics
Techincal Acumen
• Data & Quantitative Analysis (Regression, Time-Series)
• Advanced Excel & VBA; FactSet
• Forecasting, Scenario & Sensitivity Analysis
• Microsoft Office Suite; CRM Software
Certification
NYS Life, Accident, and Health
Timeline
Financial Representative
Northwestern Mutual
10.2022 - 09.2023
MBA - Finance
Saint John's University
Bachelor of Science - Legal Studies
Saint John's University