Hi, my name is Elizabeth and I am a dedicated, hard working individual, who’s open to connect and network. Additionally, I am a Fuqua School of Business, Duke University Alumni, Class of 2022. Currently, I work in Consumer and Small Business Banking at Wells Fargo Bank, N.A.Previously, I was a Wealth Service Specialist I at Truist Wealth, in Charlotte, NC. In my role, I assist wealth clients who have a minimum of $1M in assets under management (AUM), and complete their banking transactions, business processes, and answer any questions that the client may have. In addition, I work closely with Wealth Advisors, Financial Advisors, and Wealth Support Specialists to complete client requests that are in alignment with their investment strategy. I also establish rapport with every interaction by truly getting to know clients and colleagues, and bring awareness to products and services that are appropriate to the clients needs. ——————————————————Certifications: Securities Industry Essentials (SIE) Exam, March 2023; Series 66 (In Progress)——————————————————In between undergraduate studies and graduate studies, I worked at Wells Fargo Bank, N. A. in retail banking, as an essential worker and throughout the pandemic. When the world came to a screeching halt, I was able to gain experience in working with others on a team, and being first point of contact in customer service for clients who needed financial transactions completed at the branch.In July 2019, I graduated with my Bachelor’s of Business Administration at the University of Kent’s, Kent Business School, at the Canterbury Campus. By completing my full degree in the UK, I was able to gain an international education and international work experience, as I worked part-time as a Student Ambassador for 4 years, and a Lead Student Ambassador for 1 year.——————————————————For fun and extra-curricular activities I am an active and engaged Duke Alumni, enjoy cooking and trying new restaurants, dabble in amateur photography, and like to exercise.