Trey Jennings
Boise
Summary
Highly motivated Financial Representative Intern with a background in financial planning, market analysis, and client relationship management. Strengths include critical thinking, problem-solving, and ability to work under pressure. In previous roles, have contributed to business growth by identifying best investment opportunities and providing sound financial advice. Committed to maintaining up-to-date knowledge of financial products and regulations.
Overview
1
1
year of professional experience
Work History
Financial Representative Intern
Northwestern Mutual
Boise
07.2025 - Current
- Engage in the preparation of presentations for prospective clients, outlining the services offered by the firm.
- Provide expertise in integrating risk management solutions with strategic investments.
- Conduct research on market trends and financial strategies for client presentations.
- Collaborate with team members on client account management and service delivery.
Server
The Cheesecake Factory
Boise
02.2025 - Current
- Manage food and beverage orders efficiently in a fast-paced environment.
- Demonstrate extensive knowledge of menu items to answer customer inquiries confidently.
- Displayed enthusiasm and knowledge about restaurant's menu and products.
Education
Bachelor of Arts - Finance
Boise State University
Boise, ID12-2026
Associate of Arts - Liberal Arts
Idaho State University
Boise05-2024
Skills
- Financial analysis
- Business analytics
- Presentation development
- Risk management
- Customer service
- Team collaboration
- Strategic planning
- Data interpretation
Accomplishments
Top CFR Summit Qualification - Northwestern Mutual
- Given to the top one-hundred performing interns in new clients earned in the nation through October to January.
Affiliations
Idaho Financial Literacy Coalition - Nonprofit
- Active member of the IFLC to learn from and be better connected with financial professionals across the Treasure Valley.
References
References available upon request.
Timeline
Financial Representative Intern
Northwestern Mutual
07.2025 - Current
Server
The Cheesecake Factory
02.2025 - Current
Bachelor of Arts - Finance
Boise State University
Associate of Arts - Liberal Arts
Idaho State University