San Francisco Bay Area
Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. INVESTMENT AND INSURANCE PRODUCTS: NOT FDIC-INSURED/NO BANK GUARANTEE/MAY LOSE VALUE
• Worked for a team with $4B in assets, preparing materials for advisors to present to clients, such as holdings, performance reports, and annuity statements • Often worked reception, greeting clients both in person and on the phone (which sometimes included unsatisfied and angry clients), addressing all questions and concerns to ensure a pleasant experience • Promoted to head intern the last six months, giving advice and assisting four other interns as well as being the first point of reference for the 40 full-time associates and advisors who had a question or needed
• Developed retirement plans for clients using MoneyGuidePro® software and then provided financial advisors a suggested monthly withdrawal amount clients could take in retirement using factors such as: time horizon, needs, portfolio amount, and risk tolerance • In charge of outreach, completely revamping the website, writing and sending out a weekly newsletter, and cleaning up the CRM system (Bluefin) • Screened potential small practices looking to be acquired, offering partners potential acquisition targets that fit their criteria