Parul D.

Experience

1. Financial Services Intern

   Charles Schwab

   Jan 2024 — Present

   Provided expert support to 30+ clients daily regarding their Schwab accounts, as well as education about relevant Schwab products resulting in a 100% resolution rate for inquiries in the first two months.• Safeguarded customer financial data and personal information by adhering to strict authentication procedures, achieving a 0% data breach rate and ensuring compliance with company security standards.• Conducted and presented research regarding a continuous improvement project for streamlining digital services, leading to the implementation of new features that would increase customer retention by a projected 15%. Successfully managed the project to stay under the predetermined budget, showcasing effective cost control and resource management. • Collaborated with 7+ cross-functional teams to align project goals with business objectives, ensuring an impactful and sustainable solution.• Enhanced my own financial literacy by completing 30+ hours of advanced training on investment products and financial markets, which enabled me to provide more comprehensive support for clients.

Education

• The University of Texas at Dallas

  Master of Business Administration - MBA, Supply Chain Management, Healthcare Administration

• Southern Methodist University

  Bachelor of Science - BS, Biology, General