Intern Advisor
Resume:
Timothy Price Jones
Birmingham, AL 35211
***********@*****.***
Financial professional with nearly one of year experience in insurance and investments. Skilled in working as part of a team to efficiently accomplish tasks. Comfortable learning new systems and processes and quickly implementing them. Professional Experience
Northwestern Mutual Birmingham,
AL
Associate Financial Advisor August 2020 –
Present
• Take client information gathered during meetings and build a financial plan to present
• Prepare applications for insurance and complete paperwork to open investment accounts
• Work with clients to get necessary info for the underwriting process.
• Calling clients and potential clients to set and confirm appointments.
• Run activity reports and keep track of financial representative development. Hartzell Engine Technologies Montgomery,
AL
Intern May 2016 – August 2016 May 2018 – August 2018 Responsibilities included:
• Reorganizing the system for storing engineering drawings and specs.
• Updating the inventory count and then ensuring the count stayed accurate. Education
Bachelor’s degree in Economics with a concentration in Financial Economics Troy University, Troy, AL
Skills and Certifications
Excel Certified
Proficient in all Microsoft Office Products
Passed the Life and Health Exam as well as the Securities Industry Essentials References
Carolyn Nolan Supervisor at Hartzell 334-***-**** Please do not contact my current employer
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