Sara Jackson Email & Phone Number

Richfield, Ohio, United States

Akron, Ohio, United States

Serve as a liaison between Investment Operations, member offices, and vendors to provide fintech support for enhanced practice management.

Richfield, Ohio, United States

Consulted with participants to identify their unique retirement needs and offer solutions to meet their needs.Resolved participants’ issues effectively and efficiently with technology and business authorities within Schwab.Demonstrated superior analytical skills and attention to detail by adhering to multiple policies and procedures.

Notre Dame, Indiana

I worked alongside the Hall Directors, Residence Assistants, and Campus Security to maintain the security of the residence buildings. While doing so I practiced excellent customer service skills by answering any questions students or visitors have and directing them to where they should go. I also organized and maintained the mailroom to ensure that when a student gets a package delivered, I could give it to them in a timely manner.

Richfield, Ohio, United States

I worked with the Document Services and Participant Education and Advice Teams. I reviewed BBA Hardship Amendments, Form 5558 extensions, and Top Heavy tests. I also Built shows and resources for presentations, 1:1 advice, and clients. Throughout my time at Schwab Iearned about pensions through the completion of an Elementary Pensions Course and first-hand experience. At the end of the internship, my intern cohort and I were able to present a presentation for a committee meeting to the executives.

Bachelors Of Arts - Global Studies, International/Global Studies

I studied for a BA in Global Studies with a concentration in Global Economics and a minor in European History.

Study Abroad

I studied a variety of courses pertaining to my degree during the Summer 2019 Semester; including: Global Education, European Union.