Mason Polk
NDSU Undergraduate | Financial Planning @ Van Dam Financial Group
- Role
- Financial Planning Analyst Intern at Northwestern Mutual
- Location
- Fargo, ND, US
- LinkedIn followers
- 500 followers
About Mason Polk
Fourth-year undergraduate pursuing a bachelor\'s degree in business administration and a…
Experience
Financial Planning Analyst Intern
Sep 2025 — Present · Fargo, ND, US
Assist wealth management advisors with daily operations and client support• Prepare and review financial plans using financial planning software• Draft client-facing reports, presentations, and communications• Collaborate as a second-chair in client meetings and presentations• Assist with portfolio monitoring and performance reporting
Education
North Dakota State University
Bachelor of Business Administration
Century High School
High School Diploma
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