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Naima Barnes

Naima Barnes


Motley Fool Wealth Management

Seattle, WA





trueNorth Financial Services, LLC


• Support partners in pre and post meeting procedures for client meetings using Naviplan, Junxure, Portfolio Center and Morningstar Principia software
• Create sequences and action templates in Junxure for increased productivity and continuity
• Update, maintain and input client records in Junxure
• Communicate different ideas with partners to improve continuity with office processes
• Complete various administrative tasks

Career medium 01
Career medium 04

Summit Financial Strategies, Inc.

Paraplanner Intern

• Prepared portfolio position reports, gain and loss reports, and portfolio performance reports for clients using the asset management software, Portfolio Center
• Updated client financial statements through Microsoft Excel
• Maintained client records using the client relationship management software, Junxure
• Utilized Morningstar Principia software to create updated investment reports for clients
• Assisted in the training of new interns
• Attended weekly staff and advisor team meetings


The Ohio State University

Student Manager for Telecounseling

Student Manager (May 2012-May 2013)

• Supervised a team of 10 student employees responsible for recruiting prospective undergraduate students from underrepresented demographic groups
• Reviewed applications and promoted students to the targeted recruitment teams
• Assisted supervisors in interviewing and training of new student employees
• Worked collectively with other student managers to develop and implement creative training and team building activities for staff of 50 student employees
• Planned, implemented, and hosted the first annual staff on-going training retreat with four other student managers
• Assisted with the development of recruitment strategies for the University’s Undergraduate Admissions Office through the collection of data from potential students

Telecounselor (September 2010-May 2012)

• Recruited out-of-state students by maintaining on-going contact with over 100 prospective students and tailored each communication to the unique needs of the student
• Provided prospective students with information about experiences at The Ohio State University through phone and email communications in order to better inform their college admissions search

Career medium 05
Career medium 05

Wakefern Food Corp.

Advertising Intern for Health and Beauty Aid Procurement

• Completed advertising tasks for the Health & Beauty Aids section of the weekly circular
• Organized a team of five members to prepare a case study of best practices for recruitment, retention, development, and promotion of minorities in retail and related industries
• Presented a case study about retaining, promoting and recruiting minorities in retail and related industries to senior level executives, which won first place at the Black Retail Action Group Internship Case Study Competition


The Ohio State University

Bachelors of Science, Consumer and Family Financial Services

West Orange High School