Nathan R. Summerfield
Summary
Positive and detail-focused, excelling in analytical thinking and problem-solving. Possess foundational knowledge in financial principles and proficient in data analysis and Excel. Capable of driving meaningful insights and contributing to financial decision-making processes. Developed skills in sales environment, including relationship building, product education and territory management. Committed to driving results and achieving success in any new role.
Overview
4
4
years of professional experience
Work History
Intern
AccuScripts Pharmacy-Under Principled Dynamics
05.2025 - 08.2025
- Assisted in the development of sales strategies to enhance client engagement and retention.
- Expanded company''s reach into new markets with thorough research on untapped opportunities and competitor landscape assessment.
- Engaged with customers to build business relationships.
- Developed knowledge of company products and services to make suggestions according to customer needs.
- Identified new business opportunities through networking, marketing and prospective database leads.
- Developed and maintained strong relationships with healthcare professionals to promote pharmaceutical products.
- Implemented efficient time management strategies that allowed for optimal coverage of assigned territory while maintaining a healthy work-life balance.
Financial Intern
Game Plan Financial Advisors, LLC
05.2023 - 08.2024
- Evaluated trends in 200 stocks to provide clients guidance for their investment portfolios
- Successfully contacted and engaged with 1200+ potential new clients within a four-month period to cultivate strong relationships with key stakeholders in the football industry to result in long-term partnerships
- Worked directly with 150+ clients to fulfill their personal financial needs investing in the stock market
- Provided direct assistance to executive members to significantly improve productivity of the company
- Analyzed financial data to support client investment strategies and portfolio management.
- Researched market trends to provide insights that informed strategic decision-making for clients.
Delivery Driver
Jet's Pizza
11.2021 - 08.2023
- Handled cash transactions accurately to provide customers with correct change and receipts for purchases
- Communicated effectively and directly with consumers to address customer inquiries and complaints
- Managed up to 5 deliveries at once during peak hours to optimize productivity through route-planning
Education
Bachelor of Science - Business Administration, Finance
The Ohio State University, Max M. Fisher College of Business
05.2026
Skills
- Teamwork and collaboration
- Problem-solving
- Microsoft Excel proficiency
- Financial analysis
- Data interpretation
- Customer engagement
- Market research
Affiliations
- Delta Tau Delta Fraternity
Timeline
Intern
AccuScripts Pharmacy-Under Principled Dynamics
05.2025 - 08.2025
Financial Intern
Game Plan Financial Advisors, LLC
05.2023 - 08.2024
Delivery Driver
Jet's Pizza
11.2021 - 08.2023
Bachelor of Science - Business Administration, Finance
The Ohio State University, Max M. Fisher College of Business
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