Detail-oriented financial professional with strong expertise in Excel, portfolio management, and investment strategies. Demonstrated ability in developing tailored financial plans and conducting market research to identify investment opportunities.
Overview
4
4
years of professional experience
Work History
Financial Advisor Intern
Team Divisha Financial
Bingham Farms, MI
06.2024 - Current
Assisted in developing financial plans tailored to client needs and goals.
Conducted market research to identify investment opportunities for diverse client portfolios.
Prepared detailed reports on financial performance and investment strategies for client presentations.
Supported senior advisors in managing client relationships and maintaining communication channels.
Financial Advisor Intern
Blumark
Troy, MI
06.2023 - 06.2024
Analyzed risk factors associated with investment options, ensuring compliance with regulatory standards.
Collaborated with team members to streamline administrative processes, enhancing operational efficiency.
Utilized financial software tools for data analysis and portfolio management support.
Maintained up-to-date knowledge of industry trends and developments to inform client recommendations.
Accounting Intern
Absorb Software
Remote
01.2022 - 12.2022
Assisted in preparing financial statements and reports for management review.
Conducted account reconciliations to ensure accuracy and compliance with company policies.
Supported auditing processes by organizing documentation and responding to inquiries.
Utilized accounting software to enter and track transactions efficiently.