Camille J. Bouvet 507 Green St, Apt. C | Blacksburg, VA 24060 (240)-461-7805 | [email protected] OBJECTIVE: Seeking a financial planning position which will allow me to apply and enhance my knowledge and skills to prepare to earn the CFP® designation. EDUCATION Virginia Tech, Blacksburg, VA B.S., Applied Economic Management, Option: Financial Planning GPA: 3.15 Expected May 2015 WORK EXPERIENCE Field Account Intern, CDW•G – Blacksburg, VA, April 2013 – Present • Acting as a liaison with the Virginia Tech staff to serve their information technology needs • Facilitating the IT peripherals contract between CDW•G and Virginia Tech • Building relationships with staff and faculty; promote CDW•G and help drive sales • Demonstrating new products to the Virginia Tech IT departments Advisor Services Intern, Charles Schwab – Phoenix, Arizona, June 2014 – August 2014 • Selected from 300+ applicants nationwide to be 1 of 20 participants in the Schwab Advisor Services RIA Intern Program focused on training and developing talent for entry into the RIA channel • Developed comprehensive understanding of custodial service, operations, and trading functions in support of RIA clients through practical, hands-on training • Worked directly with a client RIA firm to understand firm’s unique service offering, client experience, and back-office operations • Competed in an innovation tournament to develop and evaluate top ideas for improving Schwab Advisor Services’ client services experience Intern, Verity Asset Management – Blacksburg, VA, January 2014 – May 2014 • Sat in on client meetings to observe advisor handling of the client relationship and to expand knowledge of financial planning strategies • Administered and updated client relationship management software • Performed back-office, administrative tasks AWARDS & HONORS Rebeka Ruth Becks Financial Planning Scholarship Recipient, May 2014 Arthur N. Caple Scholarship Recipient, June 2014 National Puerto Rican Day Parade Scholarship Recipient, May 2014 Outstanding Senior Athlete, Track and Field, May 2011 CAMPUS & COMMUNITY ACTIVITIES Financial Planning Association, Student Chapter – Vice President, May 2014 - Present NAGDCA Annual Conference, San Antonio, TX – Quiz Bowl Competitor, September 2014 FPA Annual Conference, Seattle, WA – Student Volunteer, September 2014 Coach for College Nonprofit Organization – Vietnam, June 2012 • Fundraised $1600 to travel to Vietnam and teach English and tennis for underprivileged middle-schoolers in a rural region • Taught 8+ hours per day for three weeks, alternating between English lessons and tennis lessons Track and Field Athlete – Virginia Tech and Walter Johnson High School – 2008 – 2012 • Maryland State Title, Regional Title, and County Title in the 1600m run • Maryland Regional Title in 3200m Run
© Copyright 2024 ExpyDoc
