Claudia Herman Email and Phone Number
I’m a senior at the University of Texas at Austin, studying Economics and International Business. With diverse experiences in investment consulting, legal administration, and financial services, I’m passionate about navigating the intersection of finance, business strategy, and global markets. This past summer, I interned as an Investment Consulting Analyst at Fiducient Advisors in Chicago, where I gained valuable insights into investment strategy, market analysis, and client relationships. I’ve also been an administrative legal intern for over a year, honing my attention to detail and problem-solving skills in high-pressure environments. As I prepare to graduate in May 2025, I’m actively seeking full-time roles in asset management, trading, and business consulting in Chicago and New York. I’m driven by a commitment to excellence, continuous learning, and creating impactful solutions in dynamic industries.
Morgan Stanley
View- Website:
- morganstanley.com
- Employees:
- 94640
-
Client Relationship AnalystMorgan StanleyChicago, Il, Us
-
Leadership Development Program CandidateScholars Of FinanceAustin, Tx, Us -
Criminal Defense Legal InternThe Hull Firm, Llc May 2023 - PresentAustin, Texas, United StatesI assisted with legal proceedings through shadowing, prepared contracts, ensured legal compliance, and managed client information using Kenect and Salesforce databases. Additionally, I provided administrative support, handling invoices and client records through QuickBooks. -
Investment Consulting & Financial Services - Consulting Analytics InternFiducient Advisors Jun 2024 - Aug 2024Chicago, Illinois, United StatesI reviewed and organized Investment Policy Statements (IPS) for efficient tracking and follow-up. I also managed investment vehicle data, updating key details such as liquidity and redemption details for mutual and commingled funds. Additionally, I led the migration of hundreds of client portals between databases, saving Fiducient on subscription and administrative costs. Furthermore, I was selected for and completed Fiducient Advisors' Finance Enrichment Program, where I gained knowledge in financial planning, wealth management, and investment strategies. -
Front Desk RepresentativeBarry'S May 2023 - May 2024Austin, Texas, United StatesI provided excellent guest services by welcoming clients, handling check-ins, and promoting memberships, contributing to business growth. I played a key role in boosting membership sales during promotions and ensured a positive experience for all clients. Additionally, I managed various shifts, including opening, closing, and weekends, demonstrating flexibility and ensuring smooth front desk operations and studio preparation. -
Assistant Veterinary Technician And ReceptionLincoln Sqaure Animal Hospital Jun 2020 - Jan 2024Chicago, Illinois, United StatesI provided comprehensive veterinary support by assisting doctors during multiple animal exams each day, conducting lab work, filling prescription medications, administering vaccinations, and shadowing surgeries, dental extractions, and radiology imaging. These tasks contributed to the smooth operation of the veterinary practice. Additionally, I filled in at the hospital’s front desk, where I actively answered client calls, scheduled appointments, and efficiently managed patient check-ins and check-outs, ensuring seamless client interactions and appointments.
-
HostessWhite Lodging Aug 2022 - Nov 2023Austin, Texas, United StatesI worked 20 hours weekly as the initial point of contact for guests, consistently providing warmth and exceptional hospitality at the restaurant Acre 41 within The Otis Hotel Austin, Autograph Collection. I managed guest services by welcoming and seating guests, handling reservations, answering calls, and assisting both guests and staff. Additionally, I efficiently managed closing shifts, ensuring setup for the following day.
Claudia Herman Education Details
-
Economics, International Business -
Gpa: 3.9 Unweighted
Frequently Asked Questions about Claudia Herman
What company does Claudia Herman work for?
Claudia Herman works for Morgan Stanley
What is Claudia Herman's role at the current company?
Claudia Herman's current role is Client Relationship Analyst.
What schools did Claudia Herman attend?
Claudia Herman attended The University Of Texas At Austin, Loyola Academy.
Who are Claudia Herman's colleagues?
Claudia Herman's colleagues are Joseph Huhn, Louise Mylott, Sendrella Issa, Mba, Pmp, Barbara Boakye, Cfa, Megan Luca, Varga Greta, Krishna M.
Not the Claudia Herman you were looking for?
-
Claudia Herman
Greater Boston2post.harvard.edu, brandeis.edu -
Claudia Herman
New Position With University Of Pennsylvania, Perelman School Of Medicine.Mohrsville, Pa1councilsepa.org -
3pg.com, pg.com, aol.com -
2victoriassecret.com, hotmail.com2 +150589XXXXX
Free Chrome Extension
Find emails, phones & company data instantly
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial