Maxwell Stepanek
Blaine,MN
Summary
Reliable professional focused on demonstrating unwavering work ethic, outstanding analytical proficiency, and a track record of building strong customer relationships and leading others effectively.
Overview
5
5
years of professional experience
Work History
Thrivent Official Internship
Thrivent Financial
Andover, Minnesota
05.2025 - Current
- Participated in multiple internship meetings and training sessions to enhance professional skills.
- Assisted senior adviser in developing financial plans and attending client meetings.
- Acquired comprehensive understanding of start-to-end financial planning processes.
- Studied rigorously for Securities Industry Essentials examination.
Summer Internship
Thrivent Financial
Andover, Minnesota
05.2024 - 08.2024
- Shadowed paraplanner to gain insights into financial data entry and reporting processes.
- Acquired proficiency in MoneyGuidePro and Salesforce for comprehensive financial plan analysis.
- Assisted in projections for diverse client financial goals through software tools.
Irrigation Technician
Mr. Sprinkler
Blaine, Minnesota
01.2022 - 08.2024
- Engineered and installed residential irrigation systems to enhance efficiency.
- Achieved promotion to manager position, resulting in increased compensation.
Server/Busser
The Tavern Grill
Blaine, Minnesota
01.2020 - 01.2022
- Excelled in high-volume, fast-paced restaurant environment focused on guest satisfaction.
- Cultivated strong communication and interpersonal skills through diverse clientele interactions.
- Resolved conflicts promptly and effectively to maintain positive dining experiences.
Education
BBA - Financial Planning
University of Minnesota Duluth
Duluth, MN05-2025
Skills
- Financial planning and investment analysis
- Regulatory compliance
- Client relationship management
- Data analysis and leadership
- Team collaboration
- Time management
Leadership and Community Activities
- Academic Scholarship - Duluth Minnesota at the University of Saint Scholastica
- Awarded both academic and athletic scholarships for outstanding performance. Chose to pursue a degree at the University of Minnesota-Duluth, recognizing the strong business program.
- Thrivent Financial Fundraiser - Minneapolis Minnesota a global financial services company
- Participated in multiple fundraising events for Thrivent Financial Global Financial Services to help raise company funds.
Timeline
Thrivent Official Internship
Thrivent Financial
05.2025 - Current
Summer Internship
Thrivent Financial
05.2024 - 08.2024
Irrigation Technician
Mr. Sprinkler
01.2022 - 08.2024
Server/Busser
The Tavern Grill
01.2020 - 01.2022
BBA - Financial Planning
University of Minnesota Duluth
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