Sebastian Frei Email & Phone Number

Boston, Ma, Us

Greater Boston

Sausalito, California, United States

San Francisco Bay Area

San Francisco Bay Area

Greater Philadelphia Area

United States

-Worked with high-level financial advisers to develop an understanding of financialadvising and analysis that emphasizes front facing client communication-Provided essential investment solutions to multiple clients utilizing the full range of financial products, including the sale of an annuity worth $600,000

Tempe, Arizona

• Learn to develop leads for insurance and asset management, assisting clients in selectingthe most suitable products and plans by carrying out individualized financial analysis• Won intern of the Month competition for outstanding performance in all aspects of theinternship, as well as acquired Producers Series 13-33 license• Played an integral role in the process of selling over $800,000 worth of insurancecoverage

Tempe, Arizona

- Created/assisted in the creation and maintenance of many of the excel spreadsheets that are utilized by Cubex, as well as convert, edit, and upload said spreadsheets into and out of Salesforce.- Extensive Salesforce usage, including creating leads, accounts, contacts, which were utilized to create meetings with and sales to potential clients

Corvallis, Oregon

- Carried out market analysis and research, and presented the information through email and in person to the firms managers as well as clients. Kept manager and clients informed on any recent updates that would effect there holdings, i.e stock splits, major acquisitions, mergers- Helped match clients with portfolios and funds which helped them achieve their financial and economic goals- Carried out and participated in client meetings, helped clients realize their financial and economic… Show more - Carried out market analysis and research, and presented the information through email and in person to the firms managers as well as clients. Kept manager and clients informed on any recent updates that would effect there holdings, i.e stock splits, major acquisitions, mergers- Helped match clients with portfolios and funds which helped them achieve their financial and economic goals- Carried out and participated in client meetings, helped clients realize their financial and economic goals and achieve stability Show less

Corvallis, Oregon

- Worked two summers (2013-2014), as an intern, assisted in all aspects of the Institute but mainly within the labs.- Helped facilitate communication between the labs and the Director, ensuring the Directors wishes and mission for the institute were carried out- Recorded and helped analyse the results and data from experiments