Intern
Maya Financial Group Inc
01.2025 - 06.2025
- Assisted in analyzing financial data to support investment recommendations.
- Collaborated with team members to prepare client presentations and reports.
- Conducted market research to identify emerging trends and opportunities.
- Maintained accurate records of client interactions using CRM software.
- Adapted quickly to new technologies and processes within the organization.
- Supported staff members in their daily tasks, reducing workload burden and allowing for increased focus on higher-priority assignments.
- Sorted and organized files, spreadsheets, and reports.