James O’Connell
Northeast Financial Network
East Williston
Summary
Wealth Management Intern at Northeast Financial Network, adept at leveraging Microsoft Excel for cash flow analysis and enhancing client onboarding processes. As well as playing around with models to prove better outcome. Proven ability to conduct impactful market research, driving informed investment strategies. Strong collaborator with a keen eye for detail, ensuring accuracy in client records and presentations.
Work History
Wealth Management Intern
2 Months- Assisted in preparing financial reports and presentations for client meetings.
- Conducted market research to support investment strategies and portfolio analysis.
- Collaborated with team members to streamline client onboarding processes.
- Managed data entry and maintained accuracy of client records in CRM systems.
Education
Bachelor of Science
Skills
Microsoft Excel
Social media marketing
Cash flow analysis
Insurance planning
Accomplishments
- 4 year Men’s basketball player
- Elected captain of Men’s basketball team (senior year)
Timeline
Wealth Management Intern
Northeast Financial Network
06.2025 - 08.2025Read More
SUNY Maritime College
Bachelor of Science
Read More