• Engaged first-year students in the career search process as a Teaching Assistant for a 6-week course, covering resumes, cover letters, LinkedIn, networking, informational meetings, and interviews • Coached first- and second-year students during weekly office hours, answering questions about internship and job opportunities, offering feedback on resumes and cover letters, and discussing career-related resources

• Facilitated campus tours and post-visit communication to prospective students, demonstrating public speaking, presentation, and one-on-one communication skills• Answered questions about academics, campus life, and the admissions process, as well as referred prospective students to additional resources on campus

• Formulated annual reviews on Middle Market clients by analyzing company’s financial statements, evaluating creditworthiness, interpreting growth metrics, and working closely with Portfolio Managers and the Credit Underwriting Team• Shadowed Product Specialist and Relationship Manager in a credit relationship review meeting with an energy company client, discussing treasury management solutions, energy industry updates, and recent changes in executive management structure• Compiled extensive company research on prospective clients to expand relationship portfolio• Attended the Commercial Banking Internship Orientation week at San Francisco headquarters to develop understanding of Wells Fargo’s credit culture and lending process, company history, and organizational structure

• Analyzed and audited current client data using Microsoft Excel to organize urgent information regarding trusted contacts, recent trades, and transfer on death contacts• Prepared account performance reports and Asset-Map visuals for client meetings• Assisted Financial Advisor with data and document management of investment accounts and business retirement plans on LPL’s ClientWorks• Participated in Equitable’s Summer 2022 Intern Training to expand knowledge of comprehensive financial planning, portfolio theory, retirement plans, and sales skills

• Formulated organized Excel spreadsheets with construction site information• Navigated QuickBooks accounting software for data management• Assisted Telecommunications Project Managers with data entry and construction site analysis• Maintained client database for project timelines including milestone management