Jake Benner
Finance Major | Information Systems Management Minor | Pennsylvania State University - Smeal College of Business
- Role
- Advisor Consultant Intern at Lord Abbett
- Location
- Stamford, CT, US
- LinkedIn followers
- 500 followers
About Jake Benner
Undergraduate Student at The Pennsylvania State University in the Smeal College of…
Experience
Advisor Consultant Intern
Jun 2025 — Present · Jersey City, NJ, US
Completed an extensive training program focused on financial markets, investment products, and sales strategies. • Utilized problem-solving skills to assess financial advisors’ needs and market conditions, recommending appropriate Lord Abbett investment products to support client goals and strengthen advisor relationships.• Cultivated essential skills in client relationship management, consultative sales, and professional networking.• Presented Lord Abbett’s actively managed fixed income and equity strategies to senior leadership and peers, emphasizing their effectiveness in addressing interest rate volatility, credit risk, and portfolio diversification.
Education
Penn State University
Information Systems Management, Minor
Penn State University
Bachelor of Science
2022 — 2026
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