ESHAAN SINJIN SINGH
Livermore,CA
Summary
Undergraduate student with experience in financial services and operations, interested in pursuing a career in investment banking. Experience includes supporting wealth management advisors at Wells Fargo with account servicing, financial documentation, and compliance-focused processes. Passed the Securities Industry Essentials (SIE) exam and currently a CFA Level I candidate, developing a foundation in financial analysis, valuation, and capital markets. Brings strong attention to detail, a disciplined work approach, and the ability to contribute effectively in fast-paced, team-oriented environments.
Overview
1
1
year of professional experience
Work History
Delivery Station Warehouse Associate
Amazon
12.2025 - 01.2026
- Sorted, scanned, and stowed packages to support last-mile delivery operations
- Prepared, staged, and organized packages for on-time delivery routes
- Maintained high accuracy and efficiency while meeting productivity benchmarks
- Operated handheld scanners and warehouse systems to track inventory flow
- Followed strict safety, quality, and workplace standards
- Assisted with loading carts and containers for drivers
- Worked collaboratively with team members to meet daily volume and time goals
Wealth Management Intern
Wells Fargo Advisors
06.2025 - 11.2025
- - Shadowed financial advisors to observe client interactions and service protocol.
- - Passed the Securities Industry Essentials (SIE) exam.
- - Learned how to open new accounts, gained knowledge of how to process service requests, and execute trades and transfers.
- - Gained training in how to prepare financial planning illustrations and trust-related documentation.
- - Gain hands-on experience using Wells Fargo's SmartStation software for client management and operations.
Education
Bachelor of Arts - Economics
Berkeley City College
05.2028
High School Diploma -
Granada High School
Livermore, CA06-2024
Skills
- Financial services operations & client service
- Financial analysis fundamentals & data accuracy
- Client interaction and service protocol observation
- Process execution in regulated environments
- Research, documentation, and reporting support
- Attention to detail in high-volume workflows
- Risk awareness, compliance, and procedural adherence
- Time management in fast-paced environments
- Team collaboration across operational roles
- Microsoft Excel, PowerPoint, Word
- Financial software & systems (Wells Fargo SmartStation)
Timeline
Delivery Station Warehouse Associate
Amazon
12.2025 - 01.2026
Wealth Management Intern
Wells Fargo Advisors
06.2025 - 11.2025
Bachelor of Arts - Economics
Berkeley City College
High School Diploma -
Granada High School
INTERESTS
- CFA Level I Candidate
- Securities Industry Essentials (SIE) Exam – Passed