Michael Cundiff Email & Phone Number

Schererville, Indiana, United States

• Utilized financial analysis tools to review and assess client portfolios, providing advisors with data-driven recommendations that align with clients’ short and long-term goals• Developed a thorough understanding of financial products and services, including annuities, mutual funds, life insurances, and IRAs, gaining practical experience aligning these products with clients’ objectives• Shadowed senior advisors during meetings, observing real-time decision making processes and understanding how client specific factors influence investment strategies

Crown Point, Indiana, United States

- Monitored children with special needs and assisted them with help on understanding homework and new material- Mentored children with special needs and created a safe and welcoming environment for them