Carson Rice
Northwestern Mutual
Springfield,MO
Summary
Detail-oriented finance student with internship experience in accounts payable and financial advisory support. Skilled in financial planning, cash flow analysis, and Excel, with a strong ability to manage deadlines, communicate with clients, and support smooth operations. Brings a well-rounded foundation in analysis, service, and organization.
5
Certifications
Work History
Financial Advisor Intern
3 Months- Facilitated prospecting conversations and followed up on referrals to engage potential clients.
- Analyzed advisor presentations to enhance sales and planning communication strategies.
- Contributed to financial planning meetings by adhering to Northwestern Mutual client service standards.
Kanakuk ODP Director
3 Months- Directed Kanakuk Kamps program operations and daily camp activities.
- Led camper care practices and family communication.
- Recruited, trained, supervised, evaluated and mentored staff members.
Accounts Payable Intern
9 Months- Matched purchase orders with invoices and receiving records to verify accuracy and support financial reconciliation
- Processed vendor invoices to ensure timely payment and maintain vendor relationships
- Communicated with suppliers about invoice status and payment questions
Education
BBA - Finance
Skills
Financial planning
Financial analysis
Financial modeling
Investment planning
Cash flow analysis
Microsoft Excel
Financial planning
Client engagement
Financial planning
Time Management
Certification
- Missouri Life and Health Insurance License
- Securities Industry Essentials (SIE) – FINRA
- Series 6 – Investment Company and Variable Contracts Products Representative
- Series 63 – Uniform Securities Agent State Law
- Series 7 – General Securities Representative