Caleb Ennin
Advisor Support & Financial Planning Specialist at Johnson Brunetti Retirement & Investment Specialists- Claim this Profile
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Bio
Shannon Beaty
Caleb worked for me through the summer and because of his high performance remained at HSB through the full following school year. He is a quick learner and willing to pitch in to get work done, a true team player. Specifically, Caleb demonstrated the following key skills: Technical (Excel, PowerPivot, PowerPoint, etc.), Analytical skills, Financial variance analysis, Executive presence, Ownership of projects and assignments, Teamwork, and Asking for help. When Caleb takes an assignment, he asks questions such that he can complete the task. This is one key characteristic that enables him to work beyond the level of intern.
Shannon Beaty
Caleb worked for me through the summer and because of his high performance remained at HSB through the full following school year. He is a quick learner and willing to pitch in to get work done, a true team player. Specifically, Caleb demonstrated the following key skills: Technical (Excel, PowerPivot, PowerPoint, etc.), Analytical skills, Financial variance analysis, Executive presence, Ownership of projects and assignments, Teamwork, and Asking for help. When Caleb takes an assignment, he asks questions such that he can complete the task. This is one key characteristic that enables him to work beyond the level of intern.
Shannon Beaty
Caleb worked for me through the summer and because of his high performance remained at HSB through the full following school year. He is a quick learner and willing to pitch in to get work done, a true team player. Specifically, Caleb demonstrated the following key skills: Technical (Excel, PowerPivot, PowerPoint, etc.), Analytical skills, Financial variance analysis, Executive presence, Ownership of projects and assignments, Teamwork, and Asking for help. When Caleb takes an assignment, he asks questions such that he can complete the task. This is one key characteristic that enables him to work beyond the level of intern.
Shannon Beaty
Caleb worked for me through the summer and because of his high performance remained at HSB through the full following school year. He is a quick learner and willing to pitch in to get work done, a true team player. Specifically, Caleb demonstrated the following key skills: Technical (Excel, PowerPivot, PowerPoint, etc.), Analytical skills, Financial variance analysis, Executive presence, Ownership of projects and assignments, Teamwork, and Asking for help. When Caleb takes an assignment, he asks questions such that he can complete the task. This is one key characteristic that enables him to work beyond the level of intern.
Credentials
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Excel: Power Pivot for Beginners
LinkedInJun, 2022- Nov, 2024 -
Excel: Avoiding Common Mistakes (Office 365/Excel 2019)
LinkedInMay, 2022- Nov, 2024
Experience
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Johnson Brunetti Retirement & Investment Specialists
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United States
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Financial Services
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1 - 100 Employee
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Advisor Support & Financial Planning Specialist
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May 2023 - Present
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HSB - Hartford Steam Boiler
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United States
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Insurance
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700 & Above Employee
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Financial Planning and Analysis Intern
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May 2022 - May 2023
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Education
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Eastern Connecticut State University
Bachelor's degree, Finance -
The Master's School, West Simsbury, CT
High School Diploma