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Fidelity Investments
Personal Investing Intern
Jun 2020 - Aug 2020
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Presented five ways to advance Fidelity’s efficiency including changes to the website, streamlining their Salesforce process, and analyzing the success of their call flow
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Set and achieved my goal of completing over five customer service calls an hour to increase my own efficiency
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Role played as an Investment Solutions Representative to grasp their sales process
Mattson Financial Services
Sales Support
Apr 2019 - Present
Complete 10 client applications daily to initiate financial transfers
Initiate and record clients' pending transfers to ensure successful withdrawals and deposits
Educate new hires on financial jargon and ensure they have a well-rounded understanding of the company
Top 10 Winner
Baylor Business Value Analysis Competiton
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Presented the value of a manufacturing filter product to an automobile manufacturer
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Optimized the time of the manufacturer by only presenting the most vital information
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Assured manufacturer this product would provide ample benefits to him/her
