Collaborative team learning environment.
Summer Intern (Current Employee) – Osterville, MA – September 6, 2017
Work is never the same thing every day, its constantly changes as you acquire more and more clients. I learned all about trading securities, analyzing stocks, bonds, and mutual fund performances. I learned how to propose portfolios with the correct asset allocation for clients who either wanted a more goal focused portfolio or if they wanted to leave another firm to hold assets with us. Hardest part of the job is just keeping everything you have to do per day organized and prioritized. Keeping people calm during financial crisis or times of uncertainty is also a challenge. Most enjoyable part is getting close with the clients and being more than just a financial planner, but a friend as well.