Kenny Tran
Honors Finance Student at Shippensburg University of Pennsylvania | Financial Representative Intern at Northwestern Mutual
- Role
- College Financial Representative Intern at Northwestern Mutual
- Location
- Lancaster, PA, US
- LinkedIn followers
- 500 followers
About Kenny Tran
Rising business professional with a demonstrated foundation in Financial Management, Accounting, Investment Analysis, and Store Management. Cultivating leader in finance and management roles such as financial planning, wealth management, insurance, and retail store operations, respectively. Strong business development professional with BSBA (expected May 2026) focused in Finance from Shippensburg University of Pennsylvania. Current member of the Wood Honors College.
Experience
College Financial Representative Intern
May 2025 — Present · Lancaster, PA, US
Utilize Northwestern Mutual’s planning philosophy to educate clients and provide resources that empower them to make informed financial decisions for long-term security and goal achievement • Provide clients with personalized financial planning solutions that include protection strategies and wealth management, encompassing insurance, retirement planning, investments, estate planning, education funding, and more• Facilitate 15+ client meetings weekly to assess financial goals, identify needs, and deliver tailored recommendations• Partner with experienced advisors, mentors, and directors through joint work to strengthen planning strategies and client engagement techniques• Build and manage a growing book of business through high-activity prospecting, networking, and relationship development • Participate in ongoing professional development, including role-playing, sales training, and communication workshops• Conduct weekly risk management and wealth accumulation case reviews with 10+ financial advisorsAchievements: The Internship Leadership through Education, Achievement, and Development (iLEAD) Program, Top 15 Intern Breakfast Club (Eastern PA), 2025 Elite College Financial Representative (CFR) Academy, 2026 Top College Financial Representative (CFR) Summit
Education
Shippensburg University of Pennsylvania
Bachelor of Science in Business Administration - BSBA, Finance
Columbia High School
High School Diploma
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