Crypto Investment Platform for Wealth Managers

-Served as the primary contact for high net worth independent advisory firms who custody assets with Charles Schwab, helping them to effectively use the platform to improve their business and end client experience-Utilized independent research skills to find strategies to achieve the end goals of our clients -Developed relationships and trust with investment advisors by providing accurate information and professional service-Collaboratively worked with multiple departments within… Show more -Served as the primary contact for high net worth independent advisory firms who custody assets with Charles Schwab, helping them to effectively use the platform to improve their business and end client experience-Utilized independent research skills to find strategies to achieve the end goals of our clients -Developed relationships and trust with investment advisors by providing accurate information and professional service-Collaboratively worked with multiple departments within Schwab to find the most effective solutions to client problems Show less

-Learn how RIA firms operate and serve their clients-Gain practical experience in trading support, client service, portfolio construction, and financial planning-Develop an understanding of the processes and procedures Schwab employs to support RIAs

Work with data collection, listing and managing properties, and ensuring closings are done effectively and on time. Profecient with programs such as Dotloop, Clientlook, Buildout, MLS, and Loopnet.

- Organize activities and learning experiences for a group of 35 new students- Work collaboratively with a partner to create both a fun and informative atmosphere during meetings- Work with a team of five current students to create an overall experience for all of the incoming freshman

Interacting with customers, handling customer concerns, being time efficient

Worked in the Chautauqua Bookstore as a customer service representative, used the POS system and interacted with customers to handle their concerns and help them get exactly what they needed.