Financial Representative Intern
Current• Provide reports on requests for senior management analyzing various industry-related topics such as investment research, client demographics, and current client data-based management• Conduct marketing research to identify new potential clientele based on financials, culture, family life, and customer's work experience• Analyze data to create pitch decks for discussions pertaining to new clients, marketing strategies, and investments• Support all members of the financial planning team to drive best practices, especially in the areas of technology, management reporting, and compliance
Jan 2020 - Present
