JACK BURBACH ’21
CALEIGH CHISHOLM ’21
MAJOR Management
MAJORS Accounting Business Administration HOMETOWN Menomonee Falls, Wis. ORGANIZATION KerberRose Stevens Point, Wis. TITLE Tax Intern
HOMETOWN Waukesha, Wis. ORGANIZATION Northwestern Mutual Stevens Point, Wis. TITLE Financial Representative
What I did: • Establish a clientele within my network • Show clients how NM approaches financial planning • Established long lasting relationships between them and NM • Suggested personal financial recommendations and ensured financial security for clients What I liked: • Educating people on financial planning • Learning personal finance tactics • Helping people achieve their financial goals Future Dream Job: Owning my own construction company or some kind of construction management.
What I did: For the majority of my internship, I prepared individual 1040 tax returns. I also did bookkeeping for various clients as well as a multitude of other tasks including expense spreadsheets. What I liked: I enjoyed the bookkeeping side of accounting because it related to a lot of my college courses. I also enjoyed learning how to use the different software and applying my knowledge to them. It was beneficial to have taken various Excel spreadsheet courses at UWSP because I performed a multitude of tasks revolving around creating spreadsheets for the CPAs. Future Dream Job: My dream job would be being able to work from home as well as in an office as a CPA. I would love to work with clients in my community to help local businesses. I would also love to support my fiancé’s dream of owning his own tree company and help out on the business and accounting side of operation.
SCHOOL OF BUSINESS AND ECONOMICS
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INTERNSHIP EXPO - SPRING 2021
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