Experience

Schwab Retirement Plan Services

• United States
• Financial Services
• 1 - 100 Employee

• Specialist, Business Acceptance and Relationship Management Support

  • Jan 2022 - Present

  In this role, I support our Salespeople and Relationship Managers with the creation of various presentation materials that they use in sales finals and client meetings. I also maintain various procedures, templates, and sites in support of my team and the role we play to work with our business partners. In this role, I support our Salespeople and Relationship Managers with the creation of various presentation materials that they use in sales finals and client meetings. I also maintain various procedures, templates, and sites in support of my team and the role we play to work with our business partners.



Charles Schwab

• United States
• Financial Services
• 700 & Above Employee

• RPS Rotational Specialist

  • Aug 2020 - Jan 2022

  I completed three separate six-month rotations while in this role in various departments within Workplace Financial Services. I began as a Specialist in Participant Services where I received in-bound calls from participants of Schwab Retirement Plan Services' plans. I answered questions; assisted with distributions, enrollment, and other account changes; and provided general financial education including budgeting, debt management, and future expense planning. My second rotation I was a Specialist on the Field Integration Team. On this team I did work as a project manager in which I partnered with my teammates to manage large-scale projects that spanned many groups in the organization. I also worked on a project to develop a tracking system for our real estate footprint across portions of the organizations. My final rotation was as a Specialist in the Internal Control and Risk Management team. During this rotation I assisted with fraud monitoring and prevention activities and co-lead a risk assessment to improve controls for specific processes.

• RPS Summer Intern

  • Jun 2019 - Aug 2019


Valmark Financial Group

• United States
• Financial Services
• 100 - 200 Employee

• Life Insurance Planning Intern

  • May 2018 - Aug 2018

  In this role, I worked on the Life Insurance Planning team. Together we collaborated on team projects to produce documents used by other employees and member offices. I sat in on meetings with senior members of the company and I logged and organized notes and meeting minutes. I also strengthened relationships with representatives from both member offices and insurance carriers. I gained invaluable experience in this internship through working in a full-time position in a professional environment.