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Alex Puls Email & Phone Number
Financial Services Trainee
at
Charles Schwab
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Role
Financial Services Trainee
Location
Lincoln, Nebraska, United States
Company size
Who is Alex Puls? Overview
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Quick answer
Alex Puls is listed as Financial Services Trainee at Charles Schwab, a company with 33019 employees, based in Lincoln, Nebraska, United States. AeroLeads shows a matched LinkedIn profile for Alex Puls.
Alex Puls previously worked as Legal Runner at Cline Williams Wright Johnson & Oldfather L.L.P. and Client Service & Support Intern at Charles Schwab. Alex Puls holds Bachelor Of Science In Business Administration, Finance, 3.94 Gpa from Nebraska College Of Business.
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Email format at Charles Schwab
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Charles Schwab
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Profile bio
About Alex Puls
I am an aspiring business owner and a student at the University of Nebraska - Lincoln pursuing a major in Finance with a minor in Law and Business. I am passionate about finding a career where I am best fit to assist and help make a positive impact on others. I am seeking internships or part-time careers in finance, accounting, and law.In my future, I want to become a financial advisor. My hopes and dreams are to help hard working families who deserve to retire after their years of work. These families need a trustworthy financial advisor who will be able to grow their money and understand the risk for them. Then, once they pass away, they can be sure that their estates are safely transferred to their loved ones and family. I hope I can help people reach their financial goals and feel confident they are investing their money the right way.
Current workplace
Alex Puls's current company
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Charles Schwab
4 roles
Alex Puls work experience
A career timeline built from the work history available for this profile.
Legal Runner
Current- Consult with team members to execute daily tasks including delivering daily mail, preparing conference rooms, and assisting 100+ legal staff with administrative needs in a timely manner
- Support clients by answering calls and actively listening to questions and concerns to direct them to appropriate legal partners to create a seamless interaction
Apr 2023 - Present
Client Service & Support Intern
- Advanced financial literacy while studying and passing the Securities Industry Essentials exam
- Presented a final capstone project about an AI generated quiz with to internal stakeholders with the goal to enhance investors appeal to investing with Charles Schwab
- Enhanced client connections while taking inbound phone calls from Charles Schwab's investors by utilizing the EDGE model (engage, discover, gain commitment, enhance)
Jun 2024 - Aug 2024
Accounting Intern
- Managed relationships with 30+ clients per shift over the phone to answer questions, make appointments, and ensure confidentiality with every client
- Collaborated with 20 accountants to meet the demands of completing 3,500 individual and corporate tax returns by prioritizing tasks and deadlines
- Organized journal entries, general ledgers, and balance sheets utilizing QuickBooks with high attention to detail
Jan 2023 - Apr 2023
Team & coworkers
Colleagues at Charles Schwab
Other employees you can reach at schwab.com. View company contacts for 33019 employees →
JB
Josh Baker
Colleague at Charles SchwabMinneapolis, Minnesota, United States, United States
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AM
Arly Manigat
Colleague at Charles SchwabAltamonte Springs, Florida, United States, United States
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KS
Kevin Sebastian
Colleague at Charles SchwabMesa, Arizona, United States, United States
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AR
Anusha Reddy
Colleague at Charles SchwabUnited States, United States
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JH
Jacob Helfrich
Colleague at Charles SchwabGreater Indianapolis, United States
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VJ
Venkat J.
Colleague at Charles SchwabIrving, Texas, United States, United States
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TM
Thomas Monaghan
Colleague at Charles SchwabLittleton, Colorado, United States, United States
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MW
Mark Watson
Colleague at Charles SchwabGreater Phoenix Area, United States
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LB
Lori Brown
Colleague at Charles SchwabAustin, Texas, United States, United States
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AI
Adam Ivanov
Colleague at Charles SchwabNew York, United States, United States
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Josh Baker
Colleague at Charles SchwabMinneapolis, Minnesota, United States, United States
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AM
Arly Manigat
Colleague at Charles SchwabAltamonte Springs, Florida, United States, United States
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KS
Kevin Sebastian
Colleague at Charles SchwabMesa, Arizona, United States, United States
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AR
Anusha Reddy
Colleague at Charles SchwabUnited States, United States
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JH
Jacob Helfrich
Colleague at Charles SchwabGreater Indianapolis, United States
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VJ
Venkat J.
Colleague at Charles SchwabIrving, Texas, United States, United States
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TM
Thomas Monaghan
Colleague at Charles SchwabLittleton, Colorado, United States, United States
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MW
Mark Watson
Colleague at Charles SchwabGreater Phoenix Area, United States
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LB
Lori Brown
Colleague at Charles SchwabAustin, Texas, United States, United States
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AI
Adam Ivanov
Colleague at Charles SchwabNew York, United States, United States
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2 education records
Alex Puls education
Bachelor Of Science In Business Administration, Finance, 3.94 Gpa
High School Diploma, 4.24 Weighted Gpa; 4.0 Non-Weighted Gpa
FAQ
Frequently asked questions about Alex Puls
Quick answers generated from the profile data available on this page.
What company does Alex Puls work for?
Alex Puls works for Charles Schwab.
What is Alex Puls's role at Charles Schwab?
Alex Puls is listed as Financial Services Trainee at Charles Schwab.
Where is Alex Puls based?
Alex Puls is based in Lincoln, Nebraska, United States while working with Charles Schwab.
What companies has Alex Puls worked for?
Alex Puls has worked for Charles Schwab, Cline Williams Wright Johnson & Oldfather L.L.P., and Burch & Associates, Inc..
Who are Alex Puls's colleagues at Charles Schwab?
Alex Puls's colleagues at Charles Schwab include Josh Baker, Arly Manigat, Kevin Sebastian, Anusha Reddy, and Jacob Helfrich.
How can I contact Alex Puls?
You can use AeroLeads to view verified contact signals for Alex Puls at Charles Schwab, including work email, phone, and LinkedIn data when available.
What schools did Alex Puls attend?
Alex Puls holds Bachelor Of Science In Business Administration, Finance, 3.94 Gpa from Nebraska College Of Business.
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