Advisory & Marketing Intern
The Affinity Group
Canton, OH
05.2021 - 08.2021
- Worked with clients to help create effective financial plans
- Assisted with project planning by providing DCF models
- Used financial software to conduct business operations
- Mastered Red Letter Language use for calling qualified suspects leading to twenty-four meetings with advisor
- Helped generate and compile new leads for potential client growth
- Participated in compliance recordkeeping