JOSHUA HALLAS ’24
MAJOR Business Administration
HOMETOWN Mosinee, Wis. ORGANIZATION Michael Smith and Associates, Ameriprise Financial Stevens Point, Wis. TITLE Business Administration Intern
What I did: • Inputting meeting notes from advisors into a management system and filing those notes in clients files. • Scanning checks and documents to Ameriprise home office. • Greeting clients. • Attending weekly wholesaler meetings and advisor meetings when applicable. • Running yearly reports for different advisors or staff. What I liked: What I like the most is how I am doing a variety of things every day. And I continue to do and learn new things. Even if I do something multiple times in the week, I am still doing various other tasks that day. Future Dream Job: I think I would like to do something in finance, specifically a financial advisor, as I think listening in and seeing what the advisors do at Ameriprise.
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INTERNSHIP EXPO - SUMMER 2023
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