Financial Representative Intern
Northwestern Mutual
03.2024 - 06.2024
- Prospected and networked to build my business and client base
- Called on potential clients and set meetings to understand their financial goals
- Gained expertise in various financial products, including stocks, bonds, mutual funds, ETFs, annuities, and insurance policies.
- Assisted in portfolio management for clients, achieving optimal diversification and risk-adjusted returns.
- Top ranked intern in spring class