Anna Schaefer

Anna Schaefer Email and Phone Number

Incoming Global Private Bank Analyst @ J.P. Morgan Private Bank
Boulder, CO, US
Anna Schaefer's Location
Longmont, Colorado, United States, United States
About Anna Schaefer

I am currently a third-year Honors student at the University of Colorado Boulder, I am dedicated to pursuing a dual degree in Bachelor of Science in Business Administration with emphases in Finance and Accounting, along with a Bachelor of Arts in Psychology.

Anna Schaefer's Current Company Details
J.P. Morgan Private Bank

J.P. Morgan Private Bank

View
Incoming Global Private Bank Analyst
Boulder, CO, US
Website:
jpmorgan.com
Employees:
75129
Anna Schaefer Work Experience Details
  • J.P. Morgan Private Bank
    Incoming Global Private Bank Analyst
    J.P. Morgan Private Bank
    Boulder, Co, Us
  • Boulder Shelter For The Homeless
    Finance Intern
    Boulder Shelter For The Homeless Sep 2023 - Present
    Boulder, Colorado, United States
    Manage various financial tasks and responsibilities including the preparation and distribution of Sage checks, overseeing monthly departmental allocations, supporting cash management and grant invoicing, and creating templates for importing revenue, receipts, and budget data.
  • Alpha Kappa Psi
    Executive Vice President
    Alpha Kappa Psi Dec 2023 - Present
    Boulder, Colorado, United States
    Assist in the performance of the President's duties, supporting key leadership functions within the college chapter. Manage and oversee chapter operations, including committee management, annual reporting, communication facilitation among officers and members, bylaws maintenance, and coordination with Alpha Kappa Psi regulations
  • Alpha Kappa Psi
    Dei Committee
    Alpha Kappa Psi May 2023 - Dec 2023
    Boulder, Colorado, United States
    Part of the DEI committee focused on fostering an inclusive and respectful environment by organizing events and discussions promoting diversity awareness and cultural understanding
  • Alpha Kappa Psi
    Director Of Event Planning
    Alpha Kappa Psi May 2023 - Dec 2023
    Boulder, Colorado, United States
    Took charge of planning and executing formal for the fraternity, including managing budgets, contracts, and logistics, ensuring seamless and memorable experiences for all attendees. Facilitated communication between fraternity and Executive Vice President, delivering financial updates for formal events, promoting transparency and collaboration
  • Leeds Investment & Trading Group
    Energy Sector Analyst
    Leeds Investment & Trading Group May 2024 - Present
  • Leeds Investment & Trading Group
    Analyst Program Member
    Leeds Investment & Trading Group Feb 2024 - May 2024
    Selected from 100 applications for one of the 15 spots in a four-month educational program covering accounting fundamentals, financial modeling (DCF and comparable analysis), modern portfolio theory, and multiples
  • Beta Alpha Psi International (Bap)
    Member
    Beta Alpha Psi International (Bap) Aug 2023 - Present
    Boulder, Colorado, United States
    Actively participate in weekly chapter events, foster professional networks, gain insights into finance and accounting industries, and contribute to the development of a strong community.
  • University Of Colorado Boulder - Leeds School Of Business
    Peer2Peer Mentor
    University Of Colorado Boulder - Leeds School Of Business Aug 2023 - Present
    Utilize leadership skills and personal experience to mentor two college students during their transition into the business school.
  • University Of Colorado Boulder - Leeds School Of Business
    Women’S Empowerment Initiative Member
    University Of Colorado Boulder - Leeds School Of Business Aug 2022 - Present
    Boulder, Colorado, United States
    Participated in weekly seminars with guest speakers on topics of diversity and inclusion in the workplace. Attended workshops on topics including microaggressions, developing a LinkedIn profile, etc.
  • Deloitte
    Discovery I Intern
    Deloitte Jun 2024 - Jul 2024
    Denver, Colorado, United States
    Collaborate with other Deloitte interns from different US offices to complete casing simulations and pro bono case work for local communities and attend a leadership conference at Deloitte University, where interactions with over 300 interns will facilitate learning and networking opportunities. Strengthen networking skills by engaging with Deloitte employees, forging professional connections
  • The Post Chicken & Beer
    Hostess
    The Post Chicken & Beer May 2023 - Aug 2023
    Longmont, Colorado, United States
    Provided service by answering customer questions, taking phone calls, and resolving conflicts. Communicated effectively with the kitchen to coordinate specific customer requests and large orders.
  • University Of Colorado Boulder
    Assistant Election Commissioner
    University Of Colorado Boulder Aug 2022 - May 2023
    Boulder, Colorado, United States
    Ensured an open and fair election for CU student government candidates each semester. Organized campus-wide election events including kickoff, debate between candidates, and rules and regulations for candidacy. Created promotional social media posts introducing the candidates for 1.8k + followers.

Anna Schaefer Education Details

Frequently Asked Questions about Anna Schaefer

What company does Anna Schaefer work for?

Anna Schaefer works for J.p. Morgan Private Bank

What is Anna Schaefer's role at the current company?

Anna Schaefer's current role is Incoming Global Private Bank Analyst.

What schools did Anna Schaefer attend?

Anna Schaefer attended University Of Colorado Boulder, Silver Creek High School.

Who are Anna Schaefer's colleagues?

Anna Schaefer's colleagues are Joshua Parks, Tara Taylor, Manjusha Nair, Makia Williams Crisc, Itil, Christina King, Shweta Sheregar, Jamie Mundy.

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