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, VA05.2023
Associate of Science - Business Administration
Tidewater Community College
Norfolk, VA08.2019
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