Anna Schaefer Email & Phone Number
Who is Anna Schaefer? Overview
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Anna Schaefer is listed as Incoming Global Private Bank Analyst at J.P. Morgan Private Bank, a company with 75129 employees, based in Longmont, Colorado, United States. AeroLeads shows a matched LinkedIn profile for Anna Schaefer.
Anna Schaefer previously worked as Finance Intern at Boulder Shelter For The Homeless and Executive Vice President at Alpha Kappa Psi. Anna Schaefer holds Accounting And Finance And Psychology, Sophomore from University Of Colorado Boulder.
Email format at J.P. Morgan Private Bank
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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
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Anna Schaefer work experience
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Finance Intern
CurrentManage 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.
Executive Vice President
CurrentAssist 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
Dei Committee
Part of the DEI committee focused on fostering an inclusive and respectful environment by organizing events and discussions promoting diversity awareness and cultural understanding
Director Of Event Planning
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
Energy Sector Analyst
Current
Analyst Program Member
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
Member
CurrentActively participate in weekly chapter events, foster professional networks, gain insights into finance and accounting industries, and contribute to the development of a strong community.
Peer2Peer Mentor
CurrentUtilize leadership skills and personal experience to mentor two college students during their transition into the business school.
Women’S Empowerment Initiative Member
CurrentParticipated 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.
Discovery I Intern
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.
Hostess
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.
Assistant Election Commissioner
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.
Colleagues at J.P. Morgan Private Bank
Other employees you can reach at jpmorgan.com. View company contacts for 75129 employees →
Matthew Watkins, Cfa
Colleague at J.P. Morgan Private BankNew York, New York, United States, United States
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Ben Stokes
Colleague at J.P. Morgan Private BankMaharashtra, India, India
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Greg Boester
Colleague at J.P. Morgan Private BankNew York, New York, United States, United States
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Mary Pitta
Colleague at J.P. Morgan Private BankNew York, New York, United States, United States
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Sanjay Rao
Colleague at J.P. Morgan Private BankThane, Maharashtra, India, India
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Jean Vandecasteele-Parrots-Breeder
Colleague at J.P. Morgan Private BankGreater Metz Area, France
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Hrithik Khanna
Colleague at J.P. Morgan Private BankMumbai, Maharashtra, India, India
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Amber Felipe (Garcia-Rameau)
Colleague at J.P. Morgan Private BankHouston, Texas, United States, United States
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JZ
Jesslyn Zhi Yien Cheow
Colleague at J.P. Morgan Private BankSingapore, Singapore, Singapore
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Melody Moore
Colleague at J.P. Morgan Private BankDallas-Fort Worth Metroplex, United States
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Anna Schaefer education
Accounting And Finance And Psychology, Sophomore
Education record
Frequently asked questions about Anna Schaefer
Quick answers generated from the profile data available on this page.
What company does Anna Schaefer work for?
Anna Schaefer works for J.P. Morgan Private Bank.
What is Anna Schaefer's role at J.P. Morgan Private Bank?
Anna Schaefer is listed as Incoming Global Private Bank Analyst at J.P. Morgan Private Bank.
Where is Anna Schaefer based?
Anna Schaefer is based in Longmont, Colorado, United States while working with J.P. Morgan Private Bank.
What companies has Anna Schaefer worked for?
Anna Schaefer has worked for J.P. Morgan Private Bank, Boulder Shelter For The Homeless, Alpha Kappa Psi, Leeds Investment & Trading Group, and Beta Alpha Psi International (Bap).
Who are Anna Schaefer's colleagues at J.P. Morgan Private Bank?
Anna Schaefer's colleagues at J.P. Morgan Private Bank include Matthew Watkins, Cfa, Ben Stokes, Greg Boester, Mary Pitta, and Sanjay Rao.
How can I contact Anna Schaefer?
You can use AeroLeads to view verified contact signals for Anna Schaefer at J.P. Morgan Private Bank, including work email, phone, and LinkedIn data when available.
What schools did Anna Schaefer attend?
Anna Schaefer holds Accounting And Finance And Psychology, Sophomore from University Of Colorado Boulder.
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