Wealth Management Intern
I audited my team's use of Salesforce, ByAllAccounts, and Tamarac and phased out inactive accounts to save over $1200. I also wielded some creative freedom in creating visual assets to summarize clients’ estate distribution plans that made it easy for them to digest. Exploring the competitive landscape of wealth management in an HR project also helped me in building a spreadsheet for potential recruits, mergers, and acquisitions for the Brighton Jones Get People team.