Drake Ellgren
Responsibilities
Help firm with office operations, data collection, meeting notes.
Accomplishments
I had my first meeting with a client and the lead advisor.
Learning experience
Always be prepared and treat people with respect. Clients will appreciate your kindness and hard work.
What advice would you give?
Do not wait to get an internship or real world experience. It is the only way to truly prepare for what you will be doing when you're in the field.