Cooper Grondin
Investment Services Intern | Aspiring Financial Advisor | Financial Planning, Client Relationships, Trust & Fiduciary Support
- Role
- Sales Specialist at GNC
- Location
- Augusta, ME, US
- LinkedIn followers
- 500 followers
About Cooper Grondin
I am an aspiring financial advisor and Business Administration student at Husson University, concentrating in Financial Management and Entrepreneurship. I am currently gaining hands-on experience as an Investment Services Intern at Kennebec Savings Bank, supporting investment and trust operations, client communications, and fiduciary processes.Through my internship, I have gained exposure to wealth management operations, retirement accounts, and investment service workflows while developing a strong understanding of client-focused financial solutions.I bring a client-first mindset supported by experience in customer-facing roles, where I developed strong communication, relationship-building, and problem-solving skills that translate directly to financial advising.I am actively preparing for a career in wealth management and financial advising and plan to sit for the Securities Industry Essentials (SIE) exam in the near term. I enjoy connecting with professionals in investment management, financial planning, and banking.
Experience
Sales Specialist
Sep 2024 — Present · Bangor, ME, US
Delivered personalized, goal-oriented recommendations by understanding customer needs and explaining product options clearly
Education
Husson University
Master of Business Administration - MBA, Business Administration and Management, General
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