Michael Tranum

• Conducted regular reviews of operational procedures to ensure compliance with company standards.
• Identified areas of improvement in current operations systems and implemented changes accordingly.
• Implemented new processes to streamline daily tasks, resulting in increased efficiency.
• Assisted with the development of project plans for new initiatives or process improvements.
• Learned a new software system and implemented improvements within the new system for better employee use

• Met with clients to generate new business and negotiate contracts.
• Gathered data and built financial models around key metrics.
• Contacted potential clients to pursue sales and gather funds.
• Established key procedures for teams preparing documentation, models and presentations.
• Reviewed portfolio histories and adjusted plans to optimize performance.
• Pursued leads, set appointments and brought in new customers to increase revenue.

Assisted clients with services such as insurance, educational funds,
retirement plans in order to aid them in meeting their financial goals. One
of a select few asked to extend internship through Fall 2019.