Grace Stedge
Investor Center Intern @Fidelity Investments
Signup · Get unlimited contacts
WORK HISTORY
Investor Center Intern @Fidelity Investments
Indianapolis, IN, US
Greeted and checked in walk-in clients for appointments, ensuring a welcoming and efficient front-desk experience in a fast-paced investor center- Assisted with processing client paperwork, including account updates, transfer forms, and beneficiary changes, maintaining accuracy and confidentiality- Scanned and organized sensitive client documents into internal systems to support compliance and streamline advisor workflows- Progressed toward FINRA licensing by independently studying for the Securities Industry Essentials (SIE) Exam, demonstrating initiative and long-term commitment to financial advising
EDUCATION
Butler University
Double Major in Accounting & Finance
Homestead High School
High School Diploma
ABOUT GRACE STEDGE
As a senior student-athlete at Butler University\'s Lacy School of Business, I’m pursuing a double major in accounting and finance. I’m passionate about helping people, especially young adults, gain a better understanding of their finances and achieve financial independence. I’m also exploring career paths in both accounting and financial planning, with the goal of becoming a Certified Financial Planner (CFP). I thrive on building connections, developing critical thinking skills, and making a positive impact in the lives of others. I’m excited to continue growing professionally and connecting with those who share these values.
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.