Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Joshua Coon

Alamosa,CO

Summary

Dynamic financial representative intern at Northwestern Mutual with a strong foundation in client relations and cash flow analysis. Proven ability to develop personalized financial strategies and engage clients effectively. Adept at teamwork and delivering exceptional customer service, contributing to successful client meetings and workshops.

Developed analytical and client-focused skills in fast-paced financial environment, looking to transition into new field. Gained proficiency in financial modeling, market analysis, and client relationship management. Seeking to apply these transferable skills to drive success and innovation in different professional context.

Overview

3
3
years of professional experience
1
1
Certification

Work History

Financial Representative Intern

Northwestern Mutual
08.2025 - 01.2026
  • Supported financial planning processes by gathering client data and preparing documentation for review.
  • Assisted in creating personalized financial strategies to meet clients' individual needs and goals.
  • Engaged with clients to explain insurance products, investment options, and financial services available.
  • Conducted market research to identify trends affecting client portfolios and potential investment opportunities.
  • Collaborated with senior representatives to develop presentations for client meetings and workshops.

Cook

San Luis Valley Brewing
04.2023 - 10.2024
  • Prepared diverse menu items in accordance with established recipes and presentation standards.
  • Operated kitchen equipment safely and efficiently to ensure high-quality food production.
  • Maintained cleanliness and organization of workstations, adhering to health and safety regulations.
  • Collaborated with team members to streamline kitchen operations during peak service hours.

Education

Bachelor of Science - Finance And Economics

Adams State University
Alamosa, CO
05-2026

Skills

  • Teamwork orientation
  • Customer service
  • Cash flow analysis
  • Client relations
  • Product knowledge
  • Financial advising

Certification

Property & Casualty License

Life and Health Insurance

Timeline

Financial Representative Intern

Northwestern Mutual
08.2025 - 01.2026

Cook

San Luis Valley Brewing
04.2023 - 10.2024

Bachelor of Science - Finance And Economics

Adams State University