NICHOLAS STONER
Bloomington,IL
Summary
Knowledgeable and Reliable individual with valuable experience as a Financial Planning Intern. Finished as a top 2% intern within the program due to high performance and output. Graduated in May of 2024 with a Business Marketing degree and eager to join a company who can benefit from my Insurance, Investment, and financial knowledge.
Overview
5
5
years of professional experience
Work History
Intern Financial Planner
Mutual Northwestern
Fairview Heights, IL
05.2023 - 12.2023
- Conducted extensive meetings to analyze financial statements in order to identify areas of improvement within an individuals finances
- Obtained certifications to solicit life, health, and disability insurance
- Received national recognition within the company due to high performance throughout the internship
- Managed customer inquiries through phone calls, emails, and other forms of communication.
Intramural Sports Supervisor
Southern Illinois University Edwarsville
Edwardsville, Illinois
08.2021 - 04.2023
- Assigned work to team members and evaluated performance
- Monitored activities to enforce rules and safety procedures
- Helped recruit, hire and train department employees.
Shift Leader
McAlister's Deli
Bloomington, Illinois
08.2018 - 08.2020
- Mentored and coached staff to improve performance
- Assisted in training new employees on shift operations.
Education
Bachelor of Science in Business Marketing -
Southern Illinois University Edwardsville
Edwardsville, IL05.2024
High School Diploma -
Normal Community High School
Normal, IL05.2020
Skills
- Making Insurance Decisions
- Handling Claims
- Investment Consulting and Planning
- Planning for Retirement
- Relationship Building and Management
- Wealth Management
Timeline
Intern Financial Planner
Mutual Northwestern
05.2023 - 12.2023
Intramural Sports Supervisor
Southern Illinois University Edwarsville
08.2021 - 04.2023
Shift Leader
McAlister's Deli
08.2018 - 08.2020
Bachelor of Science in Business Marketing -
Southern Illinois University Edwardsville
High School Diploma -
Normal Community High School
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