Financial Products with The Illinois State Treasurer’s Office
Session Number
Internship
Advisor(s)
Maggie Owen, Financial Programs Manager
Location
IN2 Commons
Discipline
Entrepreneurship and Innovation
Start Date
17-4-2024 9:20 AM
End Date
17-4-2024 9:35 AM
Abstract
The Illinois State Treasurer’s Office protects Illinois residents by making smart investment choices while managing the state’s portfolio of approximately $25 billion dollars. The office is dedicated to encouraging savings plans for college or trade school, increasing financial education among all ages, and removing barriers to a secure retirement. As a Financial Products intern, I worked closely with the 529 College Savings and Financial Education teams, providing support on many different projects. Throughout the year, I reported returned mail and provided statistics on retention rates for the First Steps program. The new initiative provides Illinois children with seed funding for BrightStart’s college saving accounts. I also created teacher and student registration guides for the Illinois Personal Finance Challenge, which were sent to teachers across the state. Over the course of a few weeks, I reviewed the sitemap for the financial literacy section of the Treasurer’s Office website and drafted a new sitemap with modern layouts and updated content. Lastly, I scripted a video concept and presented it to Illinois Treasurer Michael Frerichs and other members of the office. Overall, in my time here I have thoroughly enjoyed working with the team and assisting in these projects.
Financial Products with The Illinois State Treasurer’s Office
IN2 Commons
The Illinois State Treasurer’s Office protects Illinois residents by making smart investment choices while managing the state’s portfolio of approximately $25 billion dollars. The office is dedicated to encouraging savings plans for college or trade school, increasing financial education among all ages, and removing barriers to a secure retirement. As a Financial Products intern, I worked closely with the 529 College Savings and Financial Education teams, providing support on many different projects. Throughout the year, I reported returned mail and provided statistics on retention rates for the First Steps program. The new initiative provides Illinois children with seed funding for BrightStart’s college saving accounts. I also created teacher and student registration guides for the Illinois Personal Finance Challenge, which were sent to teachers across the state. Over the course of a few weeks, I reviewed the sitemap for the financial literacy section of the Treasurer’s Office website and drafted a new sitemap with modern layouts and updated content. Lastly, I scripted a video concept and presented it to Illinois Treasurer Michael Frerichs and other members of the office. Overall, in my time here I have thoroughly enjoyed working with the team and assisting in these projects.