Natalie Bennett
Institutional Investment Specialist Intern at PMA- Claim this Profile
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Bio
Credentials
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Financial Literacy: 401(k), 403(b), and Self-Directed IRA
LinkedInMay, 2023- Sep, 2024
Experience
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PMA
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United Kingdom
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Professional Training and Coaching
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1 - 100 Employee
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Institutional Investment Specialist Intern
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Jun 2023 - Present
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Interim Client Service Manager
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May 2023 - Aug 2023
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Financial Planning Intern
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May 2022 - Jan 2023
Private Practice of Ameriprise Financial Private Practice of Ameriprise Financial
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University of St. Thomas
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United States
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Higher Education
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700 & Above Employee
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Student Worker
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Sep 2021 - Aug 2022
Efficiently served food to 100s of students per shift and kept inventory stocked Created a welcoming and positive experience for students Assisted Chefs in preparation for future meals Efficiently served food to 100s of students per shift and kept inventory stocked Created a welcoming and positive experience for students Assisted Chefs in preparation for future meals
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Venture Solutions
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South Africa
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Business Consulting and Services
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1 - 100 Employee
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Account Manager Support
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Jan 2022 - Jan 2022
Generated and prepared production work orders for manufacturing floor Ensured high level of accuracy for all data and information provided to manufacturing Managed, filed, and reviewed documentation and order specifications provided from sales team Communicated job status and assisted in troubleshooting efforts Generated and prepared production work orders for manufacturing floor Ensured high level of accuracy for all data and information provided to manufacturing Managed, filed, and reviewed documentation and order specifications provided from sales team Communicated job status and assisted in troubleshooting efforts
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Product Services Technician
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Jun 2021 - Aug 2021
Strengthened accountability by being responsible for updating job tickets and ensured the completion of jobs Monitored and tracked job tickets to ensure the timely completion of jobs Hand-assembled mail pieces in a timely fashion to ensure completion by the due date for various clients, on average completing 3,000 mail pieces per day Responsible for working with sensitive information and verifying its safety Strengthened accountability by being responsible for updating job tickets and ensured the completion of jobs Monitored and tracked job tickets to ensure the timely completion of jobs Hand-assembled mail pieces in a timely fashion to ensure completion by the due date for various clients, on average completing 3,000 mail pieces per day Responsible for working with sensitive information and verifying its safety
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Education
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University of St. Thomas
Bachelor of Arts - BA, Business, Finance Management