Deep Enrich
Jordan Smith, CFA
Underwriting Intern
339 followers
St Louis, Missouri, United States
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About me
Manager at NISA Investment Advisors, LLC
Education
University of Missouri-Columbia
2014 - 2018Bachelor's degree Finance and Financial Management Services SeniorActivities and Societies: Alpha Kappa Psi
Experience
Patriot National, Inc.
May 2017 - Aug 2017Underwriting Intern• Applied data analysis on companies to help underwriters make informed decisions• Produced customized data reports upon request using the company database • Filed submission policies in excel as well as the company database• Aided various departments on a daily basis to help ensure office efficiency
NISA Investment Advisors, LLC
Jun 2018 - nowManager
Jan 2024 - nowSenior Analyst
Jan 2022 - Jan 2024Analyst III
Apr 2020 - Jan 2022Analyst I
Jun 2018 - Apr 2020
Licenses & Certifications
- View certificate
CFA Institute Charterholder
CFA InstituteAug 2024
Volunteer Experience
Classroom Assistant
Issued by Jumpstart on Aug 2016
Associated with Jordan Smith, CFA
Languages
- enEnglish
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