Daniel Fox

Business Student at Truman State University
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Contact Information
us****@****om
(386) 825-5501
Location
St Peters, Missouri, United States, US

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Credentials

  • Securities Industry Essentials (SIE)
    FINRA
    Jul, 2023
    - Sep, 2024
  • Lean Six Sigma White Belt Certification
    Edward Jones
    Sep, 2019
    - Sep, 2024

Experience

  • Truman State University
    • United States
    • Higher Education
    • 700 & Above Employee
    • Business Student
      • Aug 2020 - Present
  • Charles Schwab
    • United States
    • Financial Services
    • 700 & Above Employee
    • Summer Intern
      • Jun 2023 - Aug 2023

      - Assisted clients in an unlicensed role with a client-centric approach - Participated in a case competition and presented to Schwab executives - Studied for and passed the Securities Industry Essentials (SIE) exam - Assisted clients in an unlicensed role with a client-centric approach - Participated in a case competition and presented to Schwab executives - Studied for and passed the Securities Industry Essentials (SIE) exam

  • Fresh Thyme Farmers Market
    • United States
    • Restaurants
    • Meat Clerk
      • Mar 2020 - Aug 2021
  • Christy Banquet Center
    • Cook
      • Jun 2016 - Aug 2020

Education

  • Truman State University
    Bachelor of Business Administration - BBS, Finance with a minor in economics
    2020 - 2024
  • St. Charles County Center For Advanced Professional Studies (CAPS)
    n/a, Entrepreneurial and Small Business Operations
    2019 - 2020
  • Fort Zumwalt West High School
    none
    2016 - 2020

Community

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