Evan Anthony Gutierrez

Client Services Intern @ Charles Schwab

About

I’m currently searching for a summer internship specializing in quantitative analysis with a company targeting real world problems. I have previously interned at Guaranty Bank and Trust as a Credit analyst optimizing loan packages for customers. This past summer I had the privilege of doing an internship at Charles Schwab as a client services intern answering phone calls, solving problems, and assisting in portfolio management for some high value clients.

Country

United States

City

College Station-Bryan Area

Industry

Banking

Skill

Analytical Skills, Financial Analysis, Business Strategy, Business Development, New Business Development, Business Analysis, Business Planning, Guest Services, Concierge Services, Driving Results, Healthcare, Health Education, Applied Kinesiology, Real Estate Transactions

Experience

Client Services Intern

Charles Schwab

2025-6 - 2025-8 · 3 mos

Austin, TX

In charge of assisting portfolio, clients with problems as well as solutions for investment needs.

Credit analyst intern

Guraunty Bank and Trust

2024-6 - 2025-6 · 1 yr 1 mo

College Station, TX

In charge of personal banking for clients. As well as building foundational relationships through the bank. Lending, Investments, Account Opening, and much more!