Max Marshall

Major: Financial Counseling and Planning

Company/Organization: Ameriprise Financial

Company/Organization website: https://www.ameripriseadvisors.com/robin.c.marshall/

Destination: Clive, Iowa

Timeframe: Summer 2022

Advisor/Coordinator Email: steckelb@iastate.edu

Responsibilities

-Sit in on meetings -Teach and mentor the new intern -Do excel projects -Do morningstar projects -Connect with clients -Observe the private wealth advisor

Accomplishments

I wouldn't say I had 1 major accomplishment but overall I think creating a relationship with so many clients was a big success.

Learning experience

I was there when the markets were very red so I got to hear what type of language to use when talking to clients.

What advice would you give?

Focus a lot on relationships and future clients.

Career Connections