Brock Mackenzie, MBA
Financial Planning Summer Intern at MarsJewett Financial Group- Claim this Profile
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Bio
David Bretz, CFP®, CKA®
Brock Mackenzie worked for my firm as an intern from May, 2021 through April, 2022 where he assisted me in financial planning and investment functions as an administrative assistant. Based on his time working for us, Brock demonstrated integrity, dependability, a strong work ethic and a consistently positive attitude. He exhibited excellent written and verbal communication skills, a professional demeanor and was a team player. Other skills and strengths we observed in Brock were that he was quite analytical, detail-oriented, organized and focused. He picked up new concepts quickly, was self-disciplined and produced work at a high level of excellence. Brock was a very valuable member of our team and exceeded our expectations in helping us serve our clients.
David Bretz, CFP®, CKA®
Brock Mackenzie worked for my firm as an intern from May, 2021 through April, 2022 where he assisted me in financial planning and investment functions as an administrative assistant. Based on his time working for us, Brock demonstrated integrity, dependability, a strong work ethic and a consistently positive attitude. He exhibited excellent written and verbal communication skills, a professional demeanor and was a team player. Other skills and strengths we observed in Brock were that he was quite analytical, detail-oriented, organized and focused. He picked up new concepts quickly, was self-disciplined and produced work at a high level of excellence. Brock was a very valuable member of our team and exceeded our expectations in helping us serve our clients.
David Bretz, CFP®, CKA®
Brock Mackenzie worked for my firm as an intern from May, 2021 through April, 2022 where he assisted me in financial planning and investment functions as an administrative assistant. Based on his time working for us, Brock demonstrated integrity, dependability, a strong work ethic and a consistently positive attitude. He exhibited excellent written and verbal communication skills, a professional demeanor and was a team player. Other skills and strengths we observed in Brock were that he was quite analytical, detail-oriented, organized and focused. He picked up new concepts quickly, was self-disciplined and produced work at a high level of excellence. Brock was a very valuable member of our team and exceeded our expectations in helping us serve our clients.
David Bretz, CFP®, CKA®
Brock Mackenzie worked for my firm as an intern from May, 2021 through April, 2022 where he assisted me in financial planning and investment functions as an administrative assistant. Based on his time working for us, Brock demonstrated integrity, dependability, a strong work ethic and a consistently positive attitude. He exhibited excellent written and verbal communication skills, a professional demeanor and was a team player. Other skills and strengths we observed in Brock were that he was quite analytical, detail-oriented, organized and focused. He picked up new concepts quickly, was self-disciplined and produced work at a high level of excellence. Brock was a very valuable member of our team and exceeded our expectations in helping us serve our clients.
Experience
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MarsJewett Financial Group
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United States
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Financial Services
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1 - 100 Employee
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Financial Planning Summer Intern
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May 2023 - Present
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Idaho State University College of Business
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United States
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Higher Education
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1 - 100 Employee
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Men’s Basketball Scholarship Athlete
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May 2022 - May 2023
Blessed to have had the opportunity to continue my education and athletic career at ISU. Here I earned an MBA with an emphasis in Finance while competing at the highest level of college sports. I was blessed to be able to contribute to one of Idaho State’s top finishes in the last decade, earning all-conference honors and leading the team in scoring. Core finance classes included Investments, Financial Applications, Financial Management, and being a part of the Student-Managed Investment Fund. Blessed to have had the opportunity to continue my education and athletic career at ISU. Here I earned an MBA with an emphasis in Finance while competing at the highest level of college sports. I was blessed to be able to contribute to one of Idaho State’s top finishes in the last decade, earning all-conference honors and leading the team in scoring. Core finance classes included Investments, Financial Applications, Financial Management, and being a part of the Student-Managed Investment Fund.
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Cetera Advisor Networks LLC
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United States
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Financial Services
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500 - 600 Employee
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Financial Planning Intern
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May 2021 - May 2022
* Responsible for preparation of all client meetings; including creation of meeting agendas, preparing account snapshots, and noting any meaningful changes to the account for financial reviews. * Participated in client reviews and assisted in rebalancing client accounts post-review. This included purchasing and selling assets to meet client’s desired diversification needs based on their risk tolerance and goals. * Completed research analysis and made proposals regarding potential funds our clients should invest in. * Utilized Docupace, a unified workflow and document management solution, to assist onboarding and transferring new client documents and information. Show less
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Point Loma Nazarene University
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United States
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Higher Education
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700 & Above Employee
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Men's Basketball Scholarship Athlete
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Aug 2018 - May 2022
Achieved a life-long goal of earning a full-ride scholarship to one of the nations top small colleges, through dedication, sacrifice, hard-work, discipline, leadership, and positive results. These same traits helped me contribute as a freshman and key member of the 2018-2019 team that made it to the Division II National Championship game. While my participation as an NCAA scholarship athlete restricts my ability to work for a company during the school year, I am building strong time management skills to compliment my work ethic, as I balance my commitments as an athlete (including travel) with a full-time load of classes. Show less
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Amazon
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Bangladesh
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Advertising Services
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1 - 100 Employee
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Shopper Team Member
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May 2020 - Oct 2020
Fulfilled Amazon customer’s online grocery orders and provided customer service to individuals coming to pick up their orders. Fulfilled Amazon customer’s online grocery orders and provided customer service to individuals coming to pick up their orders.
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Property Manager
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May 2020 - Aug 2020
Responsible for ensuring all tenants received top tier treatment when staying at the property. I was available around the clock making sure all groups had everything they needed to have a convenient stay. This included managing the rental calendar to ensure maximum rental occupancy and revenue generation, customizing the stay for each incoming guest circumstance (family vacation renters vs. business), provided guest relation support throughout the rental experience (before check-in through check-out), and quickly resolved issues for guests during their stays to help make their stay a “talked about” experience. I also received positive reviews from every renter, exceeding property owner KPI. Show less
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Metropolitan Market
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United States
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Retail Groceries
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200 - 300 Employee
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Courtesy Clerk (Summer Job)
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Mar 2018 - Jun 2018
Responsible for ensuring that our customers have a ‘talked-about’ experience in shopping at the Metropolitan Market. This included providing great customer service to anyone that walked into the store. I assisted the cashiers with bagging groceries along with helping customers find items throughout the store. I was also tasked to maintain the store and keep it clean, this included vacuuming, cleaning up spills, and preparing the store for closing. Responsible for ensuring that our customers have a ‘talked-about’ experience in shopping at the Metropolitan Market. This included providing great customer service to anyone that walked into the store. I assisted the cashiers with bagging groceries along with helping customers find items throughout the store. I was also tasked to maintain the store and keep it clean, this included vacuuming, cleaning up spills, and preparing the store for closing.
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High Trek Adventures
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United States
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Recreational Facilities
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1 - 100 Employee
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Challenge Course Instructor (Summer Job)
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Jul 2017 - Aug 2017
Trained guests on how to have the time of their lives at the High Trek zip line course, while ensuring all guests were safe as they experienced an adrenaline-pumping activity. In addition to launching guests on the High Trek experience, I often provided guests with tips and encouragement as they attempted to complete the course and overcome fears. Trained guests on how to have the time of their lives at the High Trek zip line course, while ensuring all guests were safe as they experienced an adrenaline-pumping activity. In addition to launching guests on the High Trek experience, I often provided guests with tips and encouragement as they attempted to complete the course and overcome fears.
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Education
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Idaho State University College of Business
Master of Business Administration - MBA, Finance -
Point Loma Nazarene University
Business Administration and Management