David Barone
Business Administration & Finance Student at Northeastern University
- Role
- Retail Sales Co-op at MFS Investment Management
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
About David Barone
I am a 5th year student at Northeastern University, pursuing a degree in Business…
Experience
Retail Sales Co-op
Jul 2025 — Present · Boston, MA, US
As a Retail Sales Co-op at MFS Investment Management, I support a global team of 11 Internal Sales Representatives, primarily focusing on non-U.S. business. My responsibilities include managing and maintaining advisor data within Salesforce (C360), coordinating daily market statistic updates, preparing monthly fund performance summaries using attribution reports, and assisting with fund comparisons to support advisor meetings. I also conduct territory research to identify key organizational contacts, schedule meetings and video conferences, and ensure smooth execution of internal sales activities. This role helps to build foundational experience in financial services, sales operations, and cross-functional collaboration in a fast-paced, dynamic environment.
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