McKenzie Lee's Career Portfolio

1. Career Portfolio
McKenzie Lee
Northwood University
Career Development
Professor Luzar

2. Table Of contents
 Introduction……………………………Slide 3
 Goals……………………………………Slide 4
 Resume…………………………………Slide 5
 Recommendation Letters……………..Slide 6-7
 Scholarship Award Letter…………….Slide 8
 Northwood Academic Award Letters...Slide 9-12
 BPA Competition Awards……………..Slide 13-14
 Samples of Work……………………….Slide 15-16

3. Introduction
 This portfolio contains a personal representation of my
professional materials and accomplishments.
 My main concentration over the past three years has been on
completing my Bachelors of Business Administration,
majoring in Finance and Economics, and focusing on my
internship at Edward Jones Investments.

4. Goals
 Continue my career in the financial industry to further
expand my knowledge on wealth management and equity
research.
 After working for a few years, go back to school to get a
Masters of Business Administration.
 Become a Certified Financial Planner or Certified Financial
Analyst
 Participate in more volunteer work and community projects.
 Use the knowledge and financial skill set I have built up to
start my own investment company or venture capital firm.

5. McKenzie Lee
(989) 928-4237 | leem32@northwood.edu | 1871 E Parish Rd. | Kawkawlin, MI 48631
SKILLS
· Strong ability to multitask, maintain a high level of professionalism, confidentiality, personable customer service,
and keen attentiveness to detail with excellent written and verbal communication skills
· Highly Experienced in Windows and Macintosh operating systems
· Highly Experienced in Investment Account Management Software, Morningstar, and DST Vision
· Educated on Business Applications and Microsoft Excel advanced functions
EDUCATION
Northwood University – Midland, MI
Bachelor of Business Administration May 2016
Dual Major: Finance and Economics Cumulative GPA 3.90/4.00
- Presidents List Three Times for Academic Excellence; Dean’s List for Academic Excellence
- Recipient of four merit and private donor scholarships resulting in $18,000+ of annual awards
LEADERSHIP
Business Professionals of America – Michigan Association Aug. 2013- Present
- Third Place in the Financial Math & Analysis Competition
- Fifth Place in the Banking and Finance Competition
Finance Association of Northwood University Aug. 2012- Present
EXPERIENCE
Edward Jones Investments– Midland, MI May 2013- Present
Branch Office Assistant
· Efficiently open, update, and review clients investment accounts to keep goals and personal information up to date
· Routinely complete follow up calls with clients and fulfill their requests of transferring money, trades, and scheduling
portfolio reviews.
· Schedule investment seminars upon financial advisors request and handle all the marketing, invitations, menu,
compliance approval documentation, and venue booking
· Frequently manage compliance regulations and procedures to maintain branch organization and functionality
· Regularly run confidential insurance, annuity, and advisory solutions hypothetical reports for clients
New System Inc. – Bay City, MI Aug. 2012 to Present
Financial Assistant
· Manage monthly updates of financial spreadsheets that consist of common stocks, commodities, IRA’s, annuities, bond
funds, mutual funds, and cash balances
· Consolidate financial statements and payments by month and year depending on the individual and current situation
· Organize and research real-estate and investment cost basis to prepare for current year tax filling
American Eagle Outfitters– Midland, MI Oct. 2010 to Present
Sales Associate
· Exhibit strong communication and customer service skills to aid customers with identifying their needs and select
desired products
· Provide leadership abilities on the sales floor to other staff associates and during floor set fluctuations to meet and
surpass corporate standards
· Constantly exceed credit and store sales goals
Currie Kendall Law Firm– Midland, MI Aug. 2011 to Aug. 2012
Intern/Legal Assistant
· Demonstrated trustworthiness by abiding by confidentiality agreements with client estates, wills, trusts, and legal requests
· Regularly made copies, faxed, bate stamped, organized legal documents and files upon request by attorney or paralegal
· Answered phones, scheduled appointments, witnessed documents, and ran numerous errands to courthouses and other
legal firms
· Routinely used PCLaw, 5 Digit, and Time Matters legal software to input data and locate files throughout the building
and file room
· Inventoried office supplies on a weekly basis and placed orders, along with staff’s personal requests

6. Recommendation letter
To Whom It May Concern:
It is my privilege to prepare this letter of recommendation for the Headquarters Internship Program for Mr. McKenzie
Lee. Our office is a Level 8 and I have been a Financial Advisor with the firm for 14 years. When McKenzie joined our
team we had a CEI score of 383 and now we are at 444. McKenzie joined our branch office as a BOA on-call in May of
2013. He has been an excellent hire and I am very impressed with his work ethic and office production.
McKenzie is extremely professional and personable with our clients. He has a very special way about himself that puts
people at ease and makes them feel important. He is always quick to volunteer his services to get the job done.
Some of the traits and qualities that stand out in my mind to describe McKenzie are the following:
1) Extremely Hard Working
2) Dedicated and Responsible
3) Conscientious
4) Loyal
5) Ethical
6) Punctual
7) Considerate and a good Listener
8) Intelligent
9) Entrepreneurial Minded
10) Self Motivated
11) Kind Hearted
12) Independent Thinker
13) Dependable and Determined to Succeed
McKenzie has basically put himself through college with little to no financial help from his parents. He has had to work
several jobs to finance his higher education all while carrying a full load of classes.
This is the kind of student I would highly recommend giving an internship opportunity. More importantly, if Ted Jones
ever had a chance to meet McKenzie personally, he would clearly understand that his money was well invested! The
other thing I believe Mr. Jones would recognize is the great appreciation McKenzie would exhibit for being given the
opportunity to become an intern for Edward Jones. He never takes anything for granted and is always so appreciative.
He is a wonderful, hard working, ethical young man.
I am confident that McKenzie is going to be extremely successful in life, both personally and professionally. I am also
confident that there are many well deserving students, but McKenzie is one of a kind. He is so well rounded for his age.
I cannot say enough good things about his determination, dedication and most importantly his potential. This candidate,
in my opinion, should be considered heavily for the Headquarters Internship Position.
I have completed 2 Good Knight plans and have 15 career hires over the last 14 years. I am a pretty good judge of
character. I would even consider doing a Good Knight with McKenzie when he is ready. I am sure that McKenzie will
follow one of two career paths. He will either be a Financial Advisor or a Certified Financial Analyst. Either way, I
think he will be a great addition to the Edward Jones community. Please contact him for an interview. He will not
disappoint.
Thank you for your time and consideration of this fine young man, McKenzie Lee.
Julie Johnston
Financial Advisor
Edward Jones
989-948-3341 cell
Julie.Johnston@edwardjones.com

7. Recommendation Letter
February 9, 2014
Dear Sir/Madam:
I am writing this letter of recommendation on behalf of Mr. McKenzie P. Lee who is applying for
a scholarship.
Mr. Lee is one of my best students. He has consistently demonstrated intellectual depth, an
ability to comprehend and analyze information and think on his feet. In my history of Western
Civilization class, I emphasize economic and monetary history of the West and attempt to
relate it to the business environment and perspectives in America today. McKenzie’s
knowledge and interest in those areas is commendable.
McKenzie is responsible, motivated and goal-oriented: he always tries to go two steps further
then the assignment requires. He is serious and enthusiastic about all he learns and is a
positive contributor during the discussions that often follow the lectures. McKenzie is a
persuasive speaker and a very eloquent writer; his essays are a pleasure to read. Not only is
he a straight “A” student, he is a professor’s dream!
Mr. Lee is very polite, respectful, and patient with others. He never misses classes and he is
never late for class. He takes his education very seriously, and I am confident that he will do
everything possible to make her dream come true – to become a successful businessman.
I recommend Mr. McKenzie P. Lee for the scholarship without any reservations. I am confident
that he will exceed all expectations as finance professional and as a future business leader.
Anna Ebeling
Adjunct Professor
Department of Social Sciences and Humanities
Ebelinga@northwood.edu
(914) 564-7003

8. Scholarship Award Letter

9. Northwood Academic Award Letter Dean’s List - Fall 2012

10. Northwood Academic Award Letter President’s List - Spring 2013

11. Northwood Academic Award Letter President’s List - Fall 2013

12. Northwood Academic Award Letter President’s List- Spring 2014

13. BPA Award

14. BPA Award

15. Sample of Work – Flow Chart

16. Sample of Work – Flow Chart 2