Finance Intern Client Planning & Research

RYAN MERRILL

**************@*****.*** 254-***-**** Belton Tx

Profile

Driven student-athlete pursuing a career in finance with strong discipline, and time management skills. Gaining hands-on experience in financial planning and investments through internship work. Highly motivated, detail-oriented, and eager to contribute to the financial industry.

Education

East Texas Baptist University — Bachelor of Business Administration 2024 – Present

Expected Graduation: May 2026

Bryant & Stratton College — Associate Degree in Business Management 2022 – 2024

GPA: 3.6 Graduated April 2024

Experience

Northwestern Mutual

Financial Representative Intern

05/2025 - Current

• Assist in creating client financial plans

• Research investments, insurance, and market trends

• Attend client meetings and observe strategies

• Develop communication and client relationship skills The Bog Golf Course Bartender

Bartender / Food & Beverage

08/2022 - 06/2024

• Process cash and card transactions using POS

• Recommend menu items and handle dietary needs

• Coordinate with kitchen for efficient service

Wildflower Country Club

Golf Cart Attendant

01/2021 - 07/2022

• Inspect, clean, and stage golf carts

• Maintain cart readiness (charging and fuel)

• Report on maintenance issues

Skills

• Financial Planning and Investment Basics

• Customer Service & Communication

• Team collaboration

• Time Management and Organization

• POS Systems and Cash Handling

• Coachability & willingness to learn

Certifications

• Life and Health insurance License (LAH)

#HRJ#• 579771af-Securities 7930-4fb3-b650-9e05425283f2# Industry Essentials (SIE)

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