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Will Haberlin

Summer Staff

240 followers

Avon, Connecticut, United States

Connect with Will Haberlin to Send Message

Connect with Will Haberlin to Send Message

Timeline
About me
Client Service Specialist at Ameriprise Financial Services, LLC
Education
- Avon High School
  2016 - 2020
  High School Diploma
- Marist College
  2020 - 2024
  Minor Criminal Justice
- Marist College
  2020 - 2024
  Bachelor of Business Administration - BBA Finance
Experience
- Sanford & Hawley Inc
  May 2021 - Aug 2021
  Summer Staff
- Marist Ultimate Frisbee
  May 2022 - May 2023
  Finance Manager
- Town Of Simsbury
  Jun 2022 - Aug 2022
  Department of Public Works Highway Department Seasonal Laborer
- Coaction Global
  Jan 2023 - Jan 2023
  Job Shadow
  -Completed a three-day job shadow program at Coaction Specialty Insurance, gaining hands-on experience within the investment group of the insurance company-Observed quarterly investment manager market and portfolio presentations which provided insight into the economy and areas of the markets-Developed knowledge about current economic conditions, factors influencing Federal Reserve policy decisions, and how insurance companies develop Economic, Social, and Governance (ESG) policies-Networked with professionals in the field and received mentorship from Nico Santini, the Chief Investment Officer Show less
- Stepping Stone Wealth, A private wealth advisory practice of Ameriprise Financial Services, LLC
  May 2023 - now
  - Client Service Specialist
    Jun 2024 - now
  - Financial Services Intern
    Aug 2023 - Oct 2024
  - Financial Services Summer Intern
    May 2023 - Aug 2023
Licenses & Certifications
- Bloomberg Market Concepts
  Bloomberg
  Oct 2023
Honors & Awards
- Awarded to Will Haberlin
  Eagle Scout Boy Scouts of America Jan 2020

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