Externship Spotlight – Andrew Jensen, AdvicePeriod

Eller PDC Coordinator Student Stories

Andrew Jensen is an Accounting major expected to graduate in December of 2020.  This winter break he had an externship with AdvicePeriod in Los Angeles, California.

Please provide a brief description of what you did during your externship:

My externship at AdvicePeriod was a fantastic experience. I started off the day meeting with my host talking about the history of the company and what services they provide. We covered many day to day activities like preparing for meetings, IRA transfers, and how to communicate with clients.

Why did you want to do this externship?

I wanted to do this externship because I had never done one before and wanted to see what it was like. After researching the company website, I found they did things differently than other financial management firms. I enjoyed this approach so I instantly became interested.

What did you learn as a result of this externship?

From this externship I learned that planning is a key component in financial management as well as achieving personal goals.