Nathan Myers
Columbia
Summary
Detail-oriented finance intern skilled in Bloomberg Terminal and Capital IQ. Experienced in conducting investment research and providing high-quality customer service, ready to support wealth management initiatives and drive client satisfaction. Detail-oriented Inventory Analyst with expertise in financial analysis and technical proficiency in C++ and Python. Committed to optimizing inventory levels and enhancing client service through effective data analysis and support.
Overview
1
1
year of professional experience
Work History
Intern - Financial Planner
Edward Jones
North Myrtle Beach
12.2025 - 02.2026
- Conducted investment research on equities, mutual funds, ETFs, and fixed-income products used in client portfolios.
- Gained hands-on experience with wealth management software and internal planning tools.
- Observed and supported client meetings, gaining exposure to real world wealth management decision making.
- Reviewed portfolio performance and learned how advisors align investments with long-term financial goals.
Intern - State Farm
State Farm
North Myrtle Beach
05.2025 - 09.2025
- Assisted with underwriting preparation by gathering required documentation and verifying customer information.
- Assisted customers with policy questions, account updates, and service request.
- Delivered high-quality customer service regarding home, auto, and life insurance products.
- Processed policy changes, quotes, and billing adjustments under supervision of licensed team members.
Inventory Analyst
Burlington
Columbia
02.2025 - Current
- Analyzed inventory levels to ensure optimal stock availability.
- Conducted regular audits to maintain inventory accuracy and integrity.
- Utilized inventory management software to track stock movements efficiently.
Education
Bachelor of Science - Finance & Accounting
University of South Carolina
Columbia, South Carolina, SC05-2026
Skills
- Bloomberg Terminal
- C/Python
- Capital IQ
- Excel/Word/Powerpoint
- Financial Analysis
- Investment Research
Timeline
Intern - Financial Planner
Edward Jones
12.2025 - 02.2026
Intern - State Farm
State Farm
05.2025 - 09.2025
Inventory Analyst
Burlington
02.2025 - Current
Bachelor of Science - Finance & Accounting
University of South Carolina