Sean Westergaard

Responsibilities

My official title was client services. My responsibilities included data analysis/input, setting client meetings, and financial planning software updating.

Accomplishments

My greatest accomplishment was connecting a great prospect with my financial advisor and had the ability to watch the process from beginning to end.

Learning experience

I learned that you may be in control of your daily schedule but laziness can kill your business.

What advice would you give?

Internships are crucial to understanding the true nature of the business and if it best suits you.