Anna Reichenberger

Experience

• 

  StuartCo

  Dec 2021 - Apr 2022

  Concierge

  Provide high-quality customer service to the residents of the building.Demonstrate strong communication skills with fellow employees, residents, and vendors. Monitor building safety and daily activities.

• 

  Wells Fargo

  Jun 2022 - Aug 2022

  Wealth & Investment Management Intern

  Interact with leaders of all levels of Wells Fargo.Learn new systems, applications, processes, and techniques applicable to each branch of Wells Fargo.Participate in individual and team projects. Give reccomendations to workflows and processes to improve Wells Fargo.

• 

  Wells Fargo Advisors

  May 2023 - now

  Participate in Wells Fargo Advisors training program for meeting personal, professional, and organizational client service and financial goals within the Financial Advisory - Private Client functionReview basic or tactical client goals and risk tolerance, assess investment profile, and evaluate client financial needs related to lower risk tasks and deliverables with narrower impactReceive direction from more experienced financial advisors and exercise judgment within the defined parameters of the program while developing understanding of tools, resources, and coaching to provide enhanced serviceProvide financial information, investment profiles, and client financial needs to more experienced financial advisors Show less

  • Financial Advisor

    Aug 2024 - now

  • Business Administrator

    May 2023 - Sept 2024