Recognized as a Top 10 program, internship provided me the opportunity to collaborate and learn in depth knowledge of the financial planning process. • Collaborated with 3 experienced financial advisors to develop comprehensive financial plans for approximately 20 clients across the country• Developed advanced communication skills by participating in an intensive sales training program

Contributed during summers in a small business environment supporting the greater Charlotte area.• Examined customer purchasing trends in response to promotional efforts and presented findings to supervisor• Assisted bookkeeper with month close procedures and financial analysis, accumulating experience in QuickBooks software• Coordinated monthly company-wide events that fostered team-building; including participation in the Ultimate Challenge Mud Run, attendance of a Charlotte… Show more Contributed during summers in a small business environment supporting the greater Charlotte area.• Examined customer purchasing trends in response to promotional efforts and presented findings to supervisor• Assisted bookkeeper with month close procedures and financial analysis, accumulating experience in QuickBooks software• Coordinated monthly company-wide events that fostered team-building; including participation in the Ultimate Challenge Mud Run, attendance of a Charlotte Knights game, and a corporate outing/lunch at the Whitewater Center Show less