Matthew Windfeldt
Saint Cloud,MN
Summary
Junior at the University of St. Thomas studying Finance and Data Analytics seeking opportunities to apply analytical skills, expand knowledge in finance, and utilize critical thinking.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Financial Representative Intern
Northwestern Mutual
Saint Cloud, MN
05.2024 - 09.2024
- Developed and implemented financial strategies to meet clients' long-term goals.
- Conducted client meetings to discuss financial objectives, develop action plans, and review progress.
- Advised clients on risk management strategies utilizing insurance products such as life insurance and annuities.
Assembler
Maxim Defense Industries
Saint Cloud, MN
06.2022 - 08.2023
- Follow established assembly methods and procedures to meet product quality standards.
- Worked and communicated with others to provide maximum efficiency.
Landscaper
Preferred Credit Inc
Saint Cloud, MN
06.2020 - 08.2023
- Worked in a team of two to efficiently complete lawn care duties while ensuring quality service.
Education
Some College (No Degree) - Finance And Data Analytics
University of St Thomas
Saint Paul, MN05-2026
High School Diploma -
Cathedral Highschool
Saint Cloud, MN05-2022
Skills
- Financial Planning
- Life/Accident insurance knowledge
- Investment strategies
- Excel proficiency
- Leadership
- Time management
- Work Ethic
- Organization
Affiliations
- Volunteered as a Group Leader at my local church for Vacation Bible School in the summer after freshman year of high school
Certification
- Life, Accident, and Health Insurance License
Timeline
Financial Representative Intern
Northwestern Mutual
05.2024 - 09.2024
Assembler
Maxim Defense Industries
06.2022 - 08.2023
Landscaper
Preferred Credit Inc
06.2020 - 08.2023
Some College (No Degree) - Finance And Data Analytics
University of St Thomas
High School Diploma -
Cathedral Highschool
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