Summary
Overview
Work History
Education
Skills
Timeline
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Jaren Johnson

Los Angeles

Summary

Dynamic investment management intern with experience at Wells Fargo Advisors, skilled in Microsoft Excel and fundamental analysis. Successfully supported portfolio management decisions through market research and financial analysis. Proven adaptability and collaboration in team settings, enhancing sales processes and client relations. Seeking to leverage analytical skills and teamwork in a challenging finance role.

Overview

1
1
year of professional experience

Work History

Wealth Investment Management Intern

Wells Fargo Advisors
06.2023 - 09.2023
  • Assisted in preparing investment reports and presentations for client meetings.
  • Conducted market research to support portfolio management decisions.
  • Analyzed financial statements and performance metrics of client investments.
  • Collaborated with team members on data entry and record maintenance tasks.

Sales Intern

Keenan & Associates
06.2022 - 09.2022
  • Assisted in developing sales presentations and promotional materials for product launches.
  • Conducted market research to identify potential leads and customer needs.
  • Supported senior sales staff in managing client relationships and follow-ups.
  • Collaborated with team members to streamline sales processes and improve efficiency.

Education

Master of Arts - Economics

Howard University
Washington, DC
05-2026

Bachelor of Arts - Economics

Dartmouth College
Hanover, NH
06-2024

Skills

  • Microsoft Excel
  • Fundamental analysis
  • Valuation techniques
  • Commodity markets
  • Teamwork and collaboration
  • Adaptability and flexibility

Timeline

Wealth Investment Management Intern

Wells Fargo Advisors
06.2023 - 09.2023

Sales Intern

Keenan & Associates
06.2022 - 09.2022

Master of Arts - Economics

Howard University

Bachelor of Arts - Economics

Dartmouth College

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Jaren Johnson