Nathan Shimp
Financial Advisor Intern @Diamond State Financial Group
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WORK HISTORY
Financial Advisor Intern @Diamond State Financial Group
Newark, DE, US
Supported financial advisors by conducting market research, preparing client reports, and assisting with retirement and insurance planning strategies.Gained hands-on experience with financial planning tools and participated in team meetings to learn about investment strategies and client relationship management.Collaborated with experienced financial professionals to learn industry best practices, enhance client service strategies, and contribute to the delivery of personalized financial solutions.
EDUCATION
University of Delaware
Business Administration and Management, General
ABOUT NATHAN SHIMP
Senior in the Alfred Lerner College of Business & Economics at the University of Delaware.
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