Annelise Long

Experience

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  Bank of America

  Feb 2020 - Apr 2020

  Merrill Lynch Wealth Management Intern

  - Transferred large funds into and out of accounts daily to directly fulfill client requests- Updated and verified account information for over 50 clients to keep systems accurate- Enriched communication skills by creating a Powerpoint to inform customers of banking services

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  Cal Poly Accounting Club

  Feb 2021 - Feb 2022

  Director Of Lower Class Professional Development

  - Led a committee introducing underclassmen to accounting by planning social and educational events- Developed an in-depth interview guide and donor firm index to help members prepare for recruitment- Initiated a Professor Spotlight series to better connect accounting students and faculty- Created agendas for weekly meetings and delegating tasks for events to 3 committee members

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  Sprouts Farmers Market

  Jun 2021 - Sept 2021

  Grocery Clerk

  - Internalized over 10 aisles of inventory to answer customer questions and make useful suggestions- Worked in 4 separate departments and trained new hires, mastering skills in adaptability and leadership- Restocked shelves, rotated products, and built product displays to create quality customer experiences

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  Cal Poly Orfalea College of Business

  Jun 2022 - Aug 2024

  Peer Advisor

  - Completed 10 weeks of rigorous training (100+ hours) to be able to assist students in the Orfalea College of Business on a peer-to-peer basis- Advise 3,000+ students on policies, curriculum, minors, degree planning, and graduation checks- Collaborate with other peer advisors to work on projects for the college and maximize the support provided to students to ensure their success- Assist students directly in their graduation plans to increase graduation rates in the Orfalea College of Business which are 79% for four years, the highest in the CSU system Show less

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  KPMG

  Jun 2023 - Aug 2023

  Audit Intern
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  KPMG US

  Aug 2024 - now

  Incoming Audit Associate