Sophie Waggoner
Los Altos,CA
Summary
Dynamic and innovative professional with a strong background in financial planning and client service excellence at Morgan Stanley. Excelled in team collaboration and problem-solving, significantly enhancing client satisfaction. Skilled in financial software and effective communication, adept at fostering client relationships and achieving goals with creativity and efficiency.
Overview
5
5
years of professional experience
Work History
Financial Advising Intern
Morgan Stanley
Los Gatos , CA
05.2023 - 08.2023
- Acquired proficiency in Morgan Stanley's financial software.
- Participated in client meetings.
- Collaborated with sales representatives to review new applications.
- Managed fund transfers across multiple accounts.
- Gained knowledge of stocks and bonds.
- Acquired skills necessary for assisting clients as financial planner.
- Created detailed notes for client discussions.
- Worked effectively in team environments to make the workplace more productive.
- Completed day-to-day duties accurately and efficiently.
- Demonstrated strong problem-solving skills, resolving issues efficiently and effectively.
Animal Shelter Volunteer
Pets In Need
Palo Alto, CA
04.2020 - 08.2022
- Provided temporary housing for numerous dogs in need during the pandemic lockdown.
- Administered medications and treatments as prescribed by veterinarians.
- Screened individuals interested in adopting pets.
- Taught animals sit, stay and other basic commands.
- Provided care for animals by feeding, cleaning cages, walking dogs, and providing companionship.
- Prepared food to meet needs of animals under care with appropriate meals.
- Conducted basic training and socialization exercises for animals.
Lifeguard
Los Altos Golf and Country Club
Los Altos, CA
05.2018 - 08.2022
- Utilized training, rescue techniques and proper equipment to aid distressed people.
- Complied consistently with pool regulations and policies while encouraging staff to adhere to guidelines.
- Monitored surrounding environment constantly to watch for potential risks.
- Performed regular cleaning and maintenance of pool equipment.
- Enforced all safety regulations and posted rules for patrons.
- Logged chemical readings to keep pool water at safe levels and avoid potential illness among patrons.
- Collaborated closely with team to identify issues and quickest methods for remediation.
- Communicated regularly with supervisors regarding any issues that arose during shifts.
- Led swimmer instructional lessons with varying aged participants to share optimal swim techniques and promote strength building.
- Prepared detailed incident reports following accidents or other incidents.
- Checked chemical level of pool before lesson commencement and notified maintenance department of issues.
- Performed emergency rescues when necessary.
- Examined recreational equipment for signs of damage and potential safety risks.
- Monitored swimmers to ensure safety in the pool area.
- Recognized swimmers in need of assistance and acted quickly.
Education
Bachelor of Science - Psychology
University of Colorado At Boulder
Boulder, CO05-2025
Skills
- Team collaboration
- Fast learner
- Scheduling
- Recordkeeping
- Spreadsheet tracking
- File systems maintenance
- Creativity and innovation
- Social media
- Flexible schedule
- Dependable and reliable
- Supply restocking
- Strong academic record
- Telephone etiquette
- Data entry
- Verbal and written communication
- Collaboration
- Creative and resourceful
- Teamwork and collaboration
Affiliations
Varsity Basketball
Varsity Water Polo
Varisity Swimming
Spartan Buddies (an organization that works with special needs high schoolers)
Snowboarding
Volunteering at an Elementary School
Timeline
Financial Advising Intern
Morgan Stanley
05.2023 - 08.2023
Animal Shelter Volunteer
Pets In Need
04.2020 - 08.2022
Lifeguard
Los Altos Golf and Country Club
05.2018 - 08.2022
Bachelor of Science - Psychology
University of Colorado At Boulder
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