Andrew Parra
Studying Finance and Accelerated Ingenuity in Markets at Marquette University
- Role
- Private Wealth Management Compliance Intern at Baird
- Location
- Milwaukee, WI, US
- LinkedIn followers
- 500 followers
About Andrew Parra
I want to continue my career in finance and grow my industry knowledge. I have experience in Financial Compliance, Wealth Management, and Professional Kayak guiding. I am knowledgeable in adapting to clients\' requests, Excel, changing deadlines, and stressful circumstances. I plan to take action, be decisive, and accomplish the mission of my next vocation.
Experience
Private Wealth Management Compliance Intern
Jun 2024 — Present · Milwaukee, WI, US
Presented in front of over 150 people, including Baird executives, during the Baird Intern Innovation Challenge.• Communicate with Financial Advisors and Client Specialists regarding clients\' Brokerage and Advisory Accounts positions.• Screen client accounts for invalid investment objectives through 4 reports and document findings to the proper business units.• Monitor 3 Goal Maintenance Reports and update account information through Thompson 1.• Source data from Power BI to deliver comprehensive reports of compliance data for Compliance and Supervision Directors and Vice Presidents.• Manage the inbox for all PWM Compliance at Baird.• Teach new interns how to complete daily tasks and monitor the PWM Compliance inbox.• Voice of PWM Compliance firm training, for over associates.
Education
Marquette University
Bachelor's degree, Finance and AIM
2022 — 2026
The American College of Greece
Bachelor's degree
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