Elizabeth Reed

Financial Planning Intern at Financial Plans & Strategies, Inc.
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
Lewistown, Illinois, United States, US

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
You need to have a working account to view this content.

Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Financial Planning Intern
      • 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

    • United States
    • Higher Education
    • 700 & Above Employee
    • Finance Department Student Worker
      • Sep 2022 - Present

      Indianapolis, Indiana, United States Create content and maintain the Financial Management Association social media accounts (Instagram, LinkedIn, Twitter)

    • Information Commons Associate
      • 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

    • United States
    • Banking
    • 1 - 100 Employee
    • Customer Service Representative
      • 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

    • United States
    • Civic and Social Organizations
    • Church Pianist
      • 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

    • United States
    • Restaurants
    • 1 - 100 Employee
    • Sandwich Artist
      • 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

Education

  • Butler University
    Bachelor's degree, Finance, General
    2021 - 2024
  • Spoon River College
    Dual Credit Program
    2019 - 2021
  • Lewistown Jr/Sr High School
    High School Diploma
    2017 - 2021

Community

You need to have a working account to view this content. Click here to join now