• Managed the operations team and supervisors that oversaw 300 field employees• Ensured proper staffing, supplies levels, and supervision of all service locations• Worked with various departments to improve business efficiencies• Maintained compliance with different regulatory bodies• Responsible for administrating IT systems

• Managed an important retail client with multiple locations• Oversaw the staffing, supplies, and project work• Completed ad-hoc client requests in a timely manner

• Prepared financial goal plans for clients, including retirement planning, estate planning, education planning, and life insurance needs analysis• Analyzed employer stock options to determine the most appropriate strategy to exercise options• Created investment recommendations for non-managed employer-sponsored retirement plans

• Hand selected from over 100 applicants representing over 50 universities• 10 Week rotational experiential training within Advisor Services Trading and Operations• Gained first-hand experience with Schwab business units supporting RIAs• Enhanced professional development skills• Created and presented a project about attracting the next generation of advisors and clients to senior leadership

• Engaged and entertained clients • Effectively resolved client complaints and issues• Proactively developed an Excel file to simplify alcohol inventory and ordering

• Directed kitchen workflow for maximum efficiency and inspected quality standards