Neal Gudmunson

Responsibilities

I prepare draft financial plans and review them with lead advisors. I run investment performance reports in Morningstar. I do clerical work with client data. I take notes in client meetings. I help clients rebalance their accounts.

Accomplishments

I transitioned into a full-time role while still being a student and taking other courses.

Learning experience

Shamelessly ask questions from more experienced colleagues.

What advice would you give?

Look for ways to improve the systems that you are taught to follow, implement the improvements, and share them with coworkers.