I’m part of a unique team at Wells Fargo that specializes in onboarding Financial Advisors, along with their book of business, into the Wells Fargo system. As well as transferring their book, it is my team and I’s responsibility to train and coach these Financial Advisors and their support staff to help them get acclimated to iur systems.

I was put in charge of helping out the lead teacher organize her classroom, assist with different learning periods throughout the day and making sure that I could be of any assistance to her with anything that she needed.