melissa varga

* Provided instruction students (K-12) and provide them with an educationally enriched day as guided by their teacher’s lesson plans. Obtained certification to proctor ACCESS testing for ELL students. Obtained additional substitute training certification beyond standard requirements. * Follow regular teacher’s lesson plans in a way that ensures consistency and optimal learning, and that encourages students to participate * Assign classwork and homework as necessary, according to lesson plans * Modify teaching styles to fit the learning styles of various students * Maintain a well-managed classroom and positive learning environment * Supervise students out of class such as in the hallways and in the cafeteria * Create lesson plans, grade classwork, homework and tests and attend parent-teacher conferences (only for long-term sub assignments)

Engage clients in discussions involving market conditions and trends, provide investment education and guidance, empowering them to make well informed decisions that align to their goals and objectives Interface with existing practice clients via inbound, proactive and follow-up phone calls, and email as well as face to face interactions. Depend new and existing client relationships by proactively and reactively uncovering additional business development opportunities and in partnership with your Sr. Financial Consultant(s) to close the business. Updated and compiled client information through Schwab’s internal customer relationship management (CRM) tool. Identified leads and proactively generated ideas to connect with clients and prospects. Processed incoming and outgoing wires and electronic fund transfers Deposited funds to client accounts through several different channels Processed asset transfers between Schwab accounts Initiated contact with both retail investors and independent advisors Provided subject matter expertise and being a resource to team members

Assisted all scopes of investors with meeting their financial goals – the young adult opening a first account, a family saving for a child’s college education, a married couple investing for their first home, a high net worth client preserving their wealth, or an entrepreneur managing their small-business retirement plan. Used virtual technology to connect with clients and help them manage their assets. Developed relationships with clients to understand their unique investment needs and position appropriate products or solutions.