Jack Suomala
Cheshire
Summary
Detail-oriented financial representative intern with a strong foundation in financial planning and portfolio management. Skilled in Microsoft Excel and effective communication, contributing to client understanding of complex financial products and strategies.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Financial Representative Intern
Northwestern Mutual Life Insurance
Hartford, CT
05.2026 - Current
- Assisted clients in understanding insurance products and financial planning strategies.
- Conducted research on market trends to support financial recommendations.
- Collaborated with team members to prepare client presentations and proposals.
- Developed proficiency in financial software for data analysis and reporting.
- Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.
- Collaborated with clients to maintain relationships and provide customers with thorough support and guidance.
Lifeguard
Western New England University
Springfield, MA
08.2024 - Current
- Developed and implemented new safety procedures improving response times during emergencies.
- Organized community swim events, fostering engagement and promoting water safety awareness.
- Evaluated staff performance, providing constructive feedback to enhance team effectiveness.
- Monitored safety of guests in and around swimming pool.
- Upheld hygiene standards in pool and surrounding area.
Lifeguard
Farms Country Club
Wallingford, CT
06.2022 - 08.2025
- Monitored pool activities to ensure safety and compliance with club regulations.
- Conducted regular safety drills and assessments to maintain emergency preparedness.
- Administered first aid and CPR as needed, responding swiftly to emergencies.
- Collaborated with management to enhance pool area maintenance and cleanliness standards.
- Ensured swimmer safety by vigilantly monitoring pool area and enforcing rules.
- Provided friendly customer service to guests and addressed concerns.
Lifeguard Supervisor
Cheshire Parks and Recreation
Cheshire, CT
06.2020 - 08.2025
- Supervised daily operations of lifeguard team to ensure safety and compliance with regulations.
- Conducted routine training sessions for staff on emergency response protocols and lifesaving techniques.
- Evaluated performance of lifeguards and provided constructive feedback to enhance skills and efficiency.
- Developed and implemented safety procedures, reducing incidents and promoting a culture of vigilance among staff.
Education
MBA - Accounting And Finance
Western New England University
Springfield, MA05-2028
Skills
- Teamwork orientation
- Retirement planning
- Portfolio management
- Financial planning
- Estate planning
- Tax planning
- Team collaboration
- Microsoft Excel proficiency
Certification
- Life, Health and Disability License - 6/2/2026
- Certified Insurance Producer, North Western Mutual - 6/2/2026
Timeline
Financial Representative Intern
Northwestern Mutual Life Insurance
05.2026 - Current
Lifeguard
Western New England University
08.2024 - Current
Lifeguard
Farms Country Club
06.2022 - 08.2025
Lifeguard Supervisor
Cheshire Parks and Recreation
06.2020 - 08.2025
MBA - Accounting And Finance
Western New England University