Annamarie Summers
RUSSELLVILLE,AR
Summary
Driven and highly motivated finance professional with Series 7 and 66 licenses, and a Life and Health Insurance License in Arkansas. Currently, I am a senior at Arkansas Tech University, with hands-on experience in financial advising through roles at two financial institutions, supporting a wealth advisor, and gaining real-world insight into client-focused financial planning. Known for being detail-oriented, proactive, and eager to learn, with growing expertise in investment strategies, portfolio management, and client relationship building. Passionate about guiding individuals toward their financial goals through strategic planning and risk management. Actively seeking mentorship opportunities to further sharpen skills, and expand knowledge. Looking for an entry-level Financial Advisor role where I can contribute immediately while continuing to grow under experienced professionals.
Overview
1
1
year of professional experience
1
1
Certification
Work History
Sales Assistant
MassMutual
Russellville , AR
01.2025 - 03.2025
- Managed household errands and other essential duties.
- Contributed innovative ideas and solutions to enhance team performance and outcomes.
- Collaborated closely with team members to achieve project objectives and meet deadlines.
- Demonstrated strong problem-solving skills, resolving issues efficiently and effectively.
- Shadowed staff and learned advanced work.
- Analyzed key performance indicators to identify effective strategies.
Office Professional
Thrivent
Russellville, AR
06.2024 - 01.2025
- Organized files, developed spreadsheets, faxed reports and scanned documents to improve organizational workflow.
- Supported the planning and execution of corporate events and meetings.
- Provided customer service, addressing inquiries and resolving issues promptly.
- Scheduled meetings and coordinated materials to be distributed to attendees.
- Conducted data entry tasks with a high level of accuracy and efficiency.
- Organized and maintained filing systems both electronically and manually.
- Assisted with preparing and editing company correspondence and presentations.
Education
Bachelor of Science - Finance
Arkansas Tech University
Russellville, AR12-2025
Associate of Applied Science - Business Administration
Arkansas Tech University
Russellville, AR12-2024
Skills
- Microsoft Excel
- Financial analysis
- Team collaboration
- Meeting scheduling
- Self-starter
- CRM tools
- Investment Planning Fundamentals
- Confidentiality & Trustworthiness
Certification
- Certificate of Proficiency in Business Administration
- Series 7
- Series 66
- Life and Health Insurance License (Arkansas)
Timeline
Sales Assistant
MassMutual
01.2025 - 03.2025
Office Professional
Thrivent
06.2024 - 01.2025
Bachelor of Science - Finance
Arkansas Tech University
Associate of Applied Science - Business Administration
Arkansas Tech University
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