Sherry Juel - Intern Resume Simple
To obtain a position that will allow me to utilize my skills and experience in the field of the organization. I am a self-motivated, and organized professional with a strong work ethic.
  • cold calling, proposals, newsletters, management, wealth management, research, bloomberg, clients, reports
  • 2017-12-252017-12-25


    Minuteman Regional High School

    • Conducted research on potential clients and developed marketing strategies for the firm. Provided guidance to the client base on the newsletters and the online website.
    • Prepared PowerPoint presentations for the wealth management team and the sales force for the purpose of prospecting and developing a new client base.
    • Analyzed and prepared proposals for client reports and financial models using Bloomberg terminal. Assisted in the preparation of the financial statements.