Caleb Alexander

Caleb Alexander Email and Phone Number

Incoming Financial Services Representative @ Charles Schwab
Lincoln, NE, US
Caleb Alexander's Location
Lincoln, Nebraska, United States, United States
About Caleb Alexander

I'm currently a Junior at the University of Nebraska-Lincoln majoring in Economics. Throughout my time in university, I've gained experience in client services, econometrics, and financial planning. After graduation, I hope to pursue my CFA alongside a career in Portfolio Management.

Caleb Alexander's Current Company Details
Charles Schwab

Charles Schwab

View
Incoming Financial Services Representative
Lincoln, NE, US
Website:
schwab.com
Employees:
33019
Caleb Alexander Work Experience Details
  • Charles Schwab
    Incoming Financial Services Representative
    Charles Schwab
    Lincoln, Ne, Us
  • Charles Schwab
    Incoming Client Service & Support Intern
    Charles Schwab Nov 2024 - Present
    Omaha, Nebraska, United States
  • University Of Nebraska-Lincoln
    Nebraska Research Enterprise Apprentice
    University Of Nebraska-Lincoln Sep 2024 - Present
    Lincoln, Nebraska, United States
    - Assist the Sponsored Programs team with day-to-day administrative tasks including processing awards, nondisclosure agreements, and material transfer agreement, as well as performing financial management activities for gifts, grants and contracts received by UNL in accordance with 2 CFR 200.- Utilize Trello, Monday.com, and NuRamp to help manage over $300 million a year in grants and contracts awarded to UNL Researchers- Gain familiarity with eRA Commons, Grants.gov, and other grant submission systems for Federal entities- Receive institutional training in research administration through SRAI courses in conjunction with UNL staff instruction
  • Nelnet
    Product & Project Management Pathway Intern
    Nelnet Aug 2024 - Present
    Lincoln, Nebraska, United States
    - Cycled through 4 different rotations across Nelnet Business Services, Nelnet Diversified Services, Nelnet Corporate, and Nelnet Venture & Innovation in a cohort of several other interns throughout the academic year- Extract, cleanse, and compile data from a variety of sources including CSV/Excel, SQL Server, Snowflake, and Jira- Create presentations and whitepapers of key findings to be used internally and for clients- Participate in department team-building activities and development classes to grow foundational knowledge of business practices and IT services
  • Husker Venture Fund
    Associate
    Husker Venture Fund Aug 2024 - Present
    Lincoln, Nebraska, United States
    - Took part in a competitive, 10-week long bootcamp with other UNL students to be trained in venture capital investing and Husker Venture Fund mechanics - Attend weekly meetings to network with students, UNL faculty, and entrepreneurs- Listen into nearly a dozen company pre-screening meetings and Venture Fund company pitches per year- Assist with drafting and editing Due Diligence memos related to companies that pitched to the Fund
  • Icf
    Disaster Management Consulting Intern
    Icf Jun 2024 - Aug 2024
    Reston, Virginia, United States
    - Support project teams implementing HUD and FEMA funded programs, helping to refine program procedures and processes for implementation - Work with staff to set up systems and help interpret and apply disaster recovery regulations and policy - Provide reconciliation, accounting, and supporting documentation for DOE and USDA grants to ensure that each subrecipient will have an audit-quality file- Write and distribute executive memos on 2 CFR 200 updates and other regulations
  • Nebraska Department Of Health And Human Services
    Grants Intern
    Nebraska Department Of Health And Human Services Aug 2023 - May 2024
    Lincoln, Nebraska, United States
    - Research projects related to grants, including federal rules, best practices, developing training and documenting workflows. - Downloaded and documented Single Audit Reviews utilizing the Federal Audit Clearinghouse for over 500 DHHS grant recipients that received more than $750,000 in grant assistance- Utilized Contract Lifecycle Management System by Cobblestone to draft, approve, and manage over 600 contracts and agreements- Help negotiate renewals and budget agreements alongside Post-Award team and sub-awardees- Researched and presented findings via Microsoft Word reports and Microsoft PowerPoint presentations to supervisors regarding grant monitoring and procurement process improvements

Caleb Alexander Education Details

Frequently Asked Questions about Caleb Alexander

What company does Caleb Alexander work for?

Caleb Alexander works for Charles Schwab

What is Caleb Alexander's role at the current company?

Caleb Alexander's current role is Incoming Financial Services Representative.

What schools did Caleb Alexander attend?

Caleb Alexander attended University Of Nebraska-Lincoln.

Who are Caleb Alexander's colleagues?

Caleb Alexander's colleagues are Andrew Perdue, Chris Dziak, Addis Aklilu, Elisabeth Farlow, Gautam Shrestha, Ty Jones, Jeel Patel.

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