Client Service And Support Intern
- Assisted clients over ensuring account security and accessibility.
- Collaborated in a 6 person group to create a plan for how Schwab could best appeal to clients looking to invest in major life events within a short deadline. Pitched the plan to 3 company executives and received.
- Initiated multiple shadowing sessions with full-time professionals to learn more about different company departments.
- Developed a rigorous study plan to pass the Securities Industry… Show more
- Developed a rigorous study plan to pass the Securities Industry Essentials (SIE) exam, expanding my knowledge of financial markets, products, regulations and risks. Show less