JCD Associates – American Portfolio Intern
Francis Lewis High School
I am a competitive, innovative, and social person. I don’t like losing in a competition, but when I do, I make the most of it. I always look for new ways to express myself, which ranges from designing new and creative mini-games with friends to filming and making YouTube videos.
I aim to open my own business, so I need experience, I need to learn, and I need to explore the world.
Tell us about what you learned during this internship.
I gained insight on how a brokerage works, learned how to file customer information, obtained investing knowledge from experienced professionals, learned to use software most major brokerage firms use (ex: SageAct, RedTail, AmericanPortfolio), and improved my organizational skills and stress tolerance.