• Manage the Schwab Private Client offer strategy regarding client-facing and internal representative experiences• Analyze status quo for improvements and develop solutions both proactively and reactively to the market/regulations• Develop chosen solutions further, review, consult and iterate until one is decided upon, bring that solution to a level of technical detail where it can be implemented via input from other groups, then set the new solution into motion• Oversee implementation of new initiatives and projects to ensure timelines and requirements are met• Collaborate with hundreds of individuals across the company with various levels of qualitative and quantitative knowledge about the topics at hand, and adjust my communication/management strategy accordingly

• Ensured financial security of members by assessing their financial situations and making appropriate recommendations based on each individual’s situation and goals• Collaborated with clients to identify and analyze spending patterns against financial goals to yield customized short and long-term financial strategies• Represented financial advisory team in leadership meetings to initiate process improvements, elevate customer experience, and enhance communication protocol, resulting in streamlined resource allocation and cost savings

• Provided investment guidance, portfolio strategy, stock trades and service to optimize client taxable and retirement accounts• Appointed by senior management to serve on Business Development Group flex team to facilitate large, complex incoming transfers• Designated as first point of contact on the Personal Advisory Services team to collaborate with clients during periods of market volatility, providing the input to ensure continuity of long term strategy• Coached and provided job shadowing to educate and model best practices for new hires

• Managed the fraternity’s approximately $1,000,000 account• Created and executed a budget plan for the time I was in service• Negotiated with members to plan payment of dues• Paid regular bills monthly, taxes when necessary, and reconciled bank accounts using Quickbooks

Organize reports on various allocations of investmentsTake notes during client meetings and write follow up letters afterwardsEngage in other daily activities such as recording and filing client information, preparing pre-meeting reports, and taking notes for the senior advisorsEarned my current position as Senior Intern over this past summer

Perform tasks and projects for the accountantEnter and code deposits and invoices to the correct accounts and sub-accountsOrganize oil production figures into daily and monthly reports via Excel

Sold bicycles and fitness equipment such as treadmills, ellipticals, and weights of various sortsAchieved the status of certified bike technicianExceeded expectations in warranty salesReceived numerous hand-written positive customer reviews on my performance, knowledge, and customer serviceChosen for a special one-week project this past January to build a high volume of bikes in a short period of time for the Shriners