Summary
Overview
Work History
Education
Skills
Additional Information
Timeline
Generic

Benjamin Salsbury

Norfolk,Virginia

Summary

Disciplined Finance Intern pursuing opportunity to further studies and add to hands-on financial services experience. Accomplished at performing quantitative data analysis. Excellent report drafting and monthly statement analysis talents. Flexible and hardworking. Eager to listen, learn and support superiors.


Overview

8
8
years of professional experience

Work History

Personal Financial Representative Intern

Northwestern Mutual
05.2021 - 10.2021
  • Initiated customer relationships through prospecting, lead utilization, local market and community involvement.
  • Examined clients' overall financial situation by reviewing income, assets, debts, expenses and credit reports.
  • Met with clients to determine financial objectives and review assets, liabilities, cash flow and other financial information.
  • Created debt management plans, spending plans and budgets to assist clients in meeting financial goals.
  • Examined clients' overall financial situation by reviewing income, assets, debts, expenses and credit reports.
  • Generated financial analysis reports and financial management proposals.
  • Advised clients on portfolio allocation and various investment types.
  • Discussed financial options with clients and provided informed suggestions.
  • Sold life insurance, retirement instruments and investments.
  • Gathered customer information and maintained in CRM database.

Math Instructor

Mathnasium Learning Center
12.2016 - 05.2021
  • Prepared high-quality lessons to teach students step-by-step problem-solving methods.
  • Taught up to four students per hour how to set up and solve arithmetical, algebraic, geometric, statistical or differential math problems.
  • Documented and communicated student progress on course goals to identify areas in need of improvement.
  • Initiated communication with students to address learning concerns and offer additional guidance for independent study.
  • Maintained lesson flexibility to adapt to student progress and information retention.
  • Helped students make good decisions about course choices for educational and vocational goals.
  • Addressed systematic issues with math curriculum by collaborating with colleagues.

Personal Care Attendant

Public Partnerships
01.2014 - 12.2016
  • Provided assistance in daily living activities by dressing, grooming, bathing and toileting patients.
  • Assisted clients with daily living needs to maintain self-esteem and general wellness.
  • Entertained, conversed and read aloud to keep patients mentally alert.
  • Assisted patients with personal requirements for housekeeping and grooming assistance.

Education

Bachelor of Science - Personal Financial Planning

Old Dominion University
Norfolk, VA
05.2023

Associate of Science - Business Administration

Tidewater Community College
Norfolk, VA
08.2019

Skills

  • Educating Clients
  • Cost Calculation
  • Cash Flow Planning
  • Data Evaluation
  • Client Service and Assistance
  • Portfolio Construction

Additional Information

I've been a Volunteer at the Norfolk Botanical Garden for the last three months. I work in the gardens on various horticulture tasks.

Timeline

Personal Financial Representative Intern

Northwestern Mutual
05.2021 - 10.2021

Math Instructor

Mathnasium Learning Center
12.2016 - 05.2021

Personal Care Attendant

Public Partnerships
01.2014 - 12.2016

Bachelor of Science - Personal Financial Planning

Old Dominion University

Associate of Science - Business Administration

Tidewater Community College
Benjamin Salsbury