Elizabeth Reed
Financial Planning Intern at Financial Plans & Strategies, Inc.- Claim this Profile
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Bio
Experience
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Financial Plans & Strategies, Inc.
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United States
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Financial Services
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1 - 100 Employee
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Financial Planning Intern
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May 2023 - Present
Indianapolis, Indiana, United States +Led the Altruist transition team and implemented new procedures for efficiency +Trained staff on Altruist and met with clients about the transition +Monitored asset allocation software and ensured clients were on-target with goals
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Butler University
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United States
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Higher Education
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700 & Above Employee
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Finance Department Student Worker
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Sep 2022 - Present
Indianapolis, Indiana, United States Create content and maintain the Financial Management Association social media accounts (Instagram, LinkedIn, Twitter)
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Information Commons Associate
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Jan 2022 - Present
Indianapolis, Indiana, United States **Promoted to Associate in August of 2023** Developed research, circulation, and technology skills and encourage student reading Nominated for Student Employee of the Year for the 2022-2023 school year Planned and hosted events to promote library participation and engagement
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Prairie State Bank & Trust
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United States
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Banking
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1 - 100 Employee
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Customer Service Representative
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May 2022 - Aug 2022
Lewistown, Illinois, United States Acquired financial knowledge to help and inform community members Communicated effectively with coworkers and customers to achieve goals
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ILLINOIS STREET CHRISTIAN CHURCH
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United States
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Civic and Social Organizations
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Church Pianist
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Oct 2016 - Aug 2021
Lewistown, Illinois, United States Effectively prepared and performed up to 8 musical pieces a week Communicated with the board and congregation members effectively Learned the proper care of the space and piano itself
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Subway
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United States
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Restaurants
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1 - 100 Employee
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Sandwich Artist
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Sep 2020 - Jun 2021
Cuba, Illinois, United States Learned how to effectively communicate with customers and team members Responsible for handling monetary and product transactions with customers Trained incoming employees with smaller tasks and process management
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Education
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Butler University
Bachelor's degree, Finance, General -
Spoon River College
Dual Credit Program -
Lewistown Jr/Sr High School
High School Diploma