RYAN CARMICHAEL ’24
MAJOR Business Administration HOMETOWN Kewaunee, Wis. ORGANIZATION Edward Jones Portage, Wis. TITLE Branch Office Admin
What I did: Cashed client checks, moved money around between client accounts, placed trades at financial advisor’s direction, studied for licensing exams, scanned documents into client accounts, answered phone calls, worked on transfers/liquidations of client annuities/insurance policies. What I liked: I liked having my own office as well as learning vital information from my financial advisor I worked under.
Future Dream Job: Financial advisor.
SENTRY SCHOOL OF BUSINESS AND ECONOMICS
6
Made with FlippingBook Learn more on our blog