PAR Technology

As an intern at Northwestern Mutual, I worked as a financial representative with the DBJ Wealth Management team, managing a range of clients through NM Connect and remote desktop tools. I facilitated client meetings, as well as managed case openings and closures, ensuring smooth and efficient processes. In this role, I acted as a financial planner, guiding clients through various stages of life to help them mitigate market risks and reach their personal financial goals. I utilized CRM software to maintain client records meticulously, tailoring my approach to meet individual needs and provide solutions that addressed both immediate and long-term objectives. Additionally, I earned my Life, Accident, and Health (LAH) license, which allowed me to broaden my advisory capabilities and deliver comprehensive financial planning services. This experience provided me with invaluable skills in client relationship management, risk assessment, and strategic financial planning, further fueling my passion for helping clients achieve financial security.

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