Janet Vaneman
Lone Tree,CO
Summary
An organized and motivated aspiring financial professional, with strong time management, customer service, and communication skills. Eager to assist clients in achieving their financial goals while continuously expanding industry knowledge and pursuing licensure. Known for adaptability, initiative, and delivering exceptional service in fast-paced environments.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Schwab Advice Academy Professional
Charles Schwab
Lone Tree, CO
02.2025 - Current
- Delivered high-quality customer service as part of the Client Service & Support (CS&S) team, assisting clients with account inquiries and transactions while upholding Schwab's commitment to first-call resolution.
- Earned the Securities Industries Essential (SIE) license while gaining in-depth knowledge of brokerage operations, compliance, and investment accounts.
- Collaborated with professionals across multiple departments, including estates, customer service, and wealth management, to deepen understanding of Schwab's full-service financial background.
- Strengthened communication, problem-solving, and client-relationship management skills in a fast-paced environment.
Intern
Financial Synergies Wealth Advisors
Houston, Texas
05.2024 - 08.2024
- Participated in client meetings, taking detailed notes to ensure accurate and efficient follow-up actions.
- Collaborated with team members on special projects, contributing to an increased understanding of material and overall client engagement and satisfaction.
- Engaged with various professionals throughout the company including trades, portfolio management, and wealth advisors to deepen understanding of Financial Synergies' day-to-day operations.
Cashier
HEB Grocery Store
College Station, TX
06.2021 - 09.2024
- Greeted guests and efficiently attended to their specific needs and questions regarding the store's products and services.
- Proficiently managed cash register operations, ensuring precision in processing cash, checks, and credit card transactions.
- Facilitated customer interactions by providing assistance with returns, refunds, and the resolutions of transaction-related concerns.
Student Digitizer
Texas A&M University - S.M. Tracy Herbarium
College Station, TX
05.2023 - 05.2024
- Conducted a comprehensive document analysis to discern established trends.
- Demonstrated detailed record-keeping of research activities and findings.
- Played an active role in data collection, verification, and validation processes to maintain data integrity.
Education
Bachelor of Arts - Economics/ Minor in Financial Planning
Texas A&M University
College Station, TX08-2024
Skills
- Schwabcom, Client Central, Salesforce, Thinkorswim
Affiliations
Organizations:
- Women in Economics, 8/21 - 5/22
- Texas A&M Self Defense Club, 8/21 - 12/21
- Economics Society, 1/23 - 5/23
- CHAARG, 8/23 - 12/23
- Financial Planning Student Association, 8/23 - 5/23
Honors:
- Dean's List 2020
Certification
- Securities Industry Essentials (SIE) - Issued 4/25
- Social and Behavioral Responsible Conduct of Research - Issued 8/23
Timeline
Schwab Advice Academy Professional
Charles Schwab
02.2025 - Current
Intern
Financial Synergies Wealth Advisors
05.2024 - 08.2024
Student Digitizer
Texas A&M University - S.M. Tracy Herbarium
05.2023 - 05.2024
Cashier
HEB Grocery Store
06.2021 - 09.2024
Bachelor of Arts - Economics/ Minor in Financial Planning
Texas A&M University
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