My Summer at EBNY (2016)BY: DANIEL SHEA

Introduction

Executive Benefits of New York (EBNY) is a financial planning firm and insurance brokerage.

They provide a one-stop-shop for both businesses and individuals looking for financial direction and insurance advice.

Located at 80 Fifth Avenue Suite 1403 New York, 10011 United States

I worked as a financial planning and insurance intern from May 23, 2016 – August 15, 2016 Worked 5 days a week, 40+ hours Salary: $600 a month Gained 9 academic credits

Daily Tasks

Worked directly with a Certified Financial Planner (CFP) and Group Benefits Associate (GBA)

Researched and recommended municipal, corporate, and yield bonds every morning

Researched and recommended common and preferred stocks Helped update the company’s standard mutual fund lineup Mapped mutual fund lineups for clients Developed business censuses and renewal quotes

Special Projects

Create, organize, and order new marketing materials Refinance mortgage loans and rates Shadowed a CFP and learned their tasks in an economic crisis

that affects clients (Brexit) Improved mutual fund lineups for clients

Skills Developed

Expertise in programs such as Netx360 Investor, SagePoint Financial wealth management services, Vision 2020

Highly skilled in developing wealth management portfolios: 401k, 403b, SEP IRA, Non-ERISA IRA, and 529 plans.

Phone and communication skills Expert knowledge in group health insurance renewals Expert knowledge in Medicaid and Medicare