Alex Everhart Email & Phone Number

Omaha, Nebraska, United States

• 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 feedback. • 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 • 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 feedback. • 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 Essentials (SIE) exam, expanding my knowledge of financial markets, products, regulations and risks. Show less

Lawrence, Kansas, United States

• Led a team of 13 executive members in the largest active fraternity at the University of Kansas to ensure stability and growth within the chapter. • Organized weekly chapter meetings to inform 96 in-house members about upcoming events and updates. • Colluded with KU SigEp’s Alumni Volunteer Corporation to discuss the overall state of the chapter, and how the chapter could best be improved. • Represented the chapter in community events and attended bi-weekly meetings with KU’s… Show more • Led a team of 13 executive members in the largest active fraternity at the University of Kansas to ensure stability and growth within the chapter. • Organized weekly chapter meetings to inform 96 in-house members about upcoming events and updates. • Colluded with KU SigEp’s Alumni Volunteer Corporation to discuss the overall state of the chapter, and how the chapter could best be improved. • Represented the chapter in community events and attended bi-weekly meetings with KU’s Interfraternity Council to collaborate with fellow chapters to create a positive Greek life experience.• Awarded 2023-24 KU Interfraternity “Chapter of the Year” and Sigma Phi Epsilon’s National “Buchanan Cup”. Show less

Overland Park, Kansas, United States

• Benchmarked 10 different competitors’ high-cost delivery surcharges to see if Yellow should implement new rates to create more revenue. Estimated $8 million in new opportunity.• Audited shipments to see if data was collecting limited access charges on shipments or if shipments were changed to home deliveries.• Investigated certain competitors’ timeframes for liquidation/salvage of freight to see if Yellow should implement a new strategy for liquidation within the company. •… Show more • Benchmarked 10 different competitors’ high-cost delivery surcharges to see if Yellow should implement new rates to create more revenue. Estimated $8 million in new opportunity.• Audited shipments to see if data was collecting limited access charges on shipments or if shipments were changed to home deliveries.• Investigated certain competitors’ timeframes for liquidation/salvage of freight to see if Yellow should implement a new strategy for liquidation within the company. • Reviewed Yellow’s new rules tariff to make sure it would launch professionally and successfully in the new website for One Yellow. Show less

Olathe, Kansas, United States

• Transported, fueled and prepared temporary tags for multiple commercial vehicles daily • Colluded with account managers on having vehicles cleaned, up fitted, and delivered on time.• Scheduled vehicles to be detailed and delivery dates for drivers• Attended weekly meetings discussing key business solutions and improvements

Olathe, Kansas, United States

Fulfilled online shopping orders in a fast-paced environment during the holiday season. I also worked on the asset control team by monitoring incoming and outgoing customers in the front of the store.

Overland Park, Kansas, United States

Finance, General

Activities and Societies: Jack Dicus Business Honors Program, Sigma Phi Epsilon, Finance Club, Rock Chalk Investment Club Finance Major.

Education record