Claire Schleg
Wisconsin Lutheran College, Class of 2020
From Mequon, WI
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Claire Schleg graduated cum laude with a Bachelor of Arts degree in Business Administration. Claire is a graduate of Glacier Peak High School. Wisconsin Lutheran College (WLC) is a private Christi...
January, 28 2021 - Verified by Wisconsin Lutheran CollegeClaire Schleg, of Everett, WA, a senior at Wisconsin Lutheran College, has been named to the college's Dean's List for the fall 2020 semester. Schleg is a graduate of Glacier Peak High School. To ...
January, 12 2021 - Verified by Wisconsin Lutheran CollegeClaire Schleg, of Everett, WA, a Senior, has been named to the college's Dean's List for the spring 2020 semester. Claire is a graduate of Glacier Peak High School. To be eligible for Dean's List,...
June, 01 2020 - Verified by Wisconsin Lutheran CollegeClaire Schleg, of Everett, WA, a Senior, has been named to the college's Dean's List for the fall 2019 semester. Claire is a graduate of Glacier Peak High School. To be eligible for Dean's List, a...
January, 17 2020 - Verified by Wisconsin Lutheran CollegeClaire Schleg, of Everett, WA, a junior, has been named to the college's Dean's List for the spring 2019 semester. Claire is a graduate of Glacier Peak High School. To be eligible for Dean's List,...
June, 13 2019 - Verified by Wisconsin Lutheran CollegeClaire Schleg, of Everett, WA, a junior at Wisconsin Lutheran College, has been named to the college's Dean's List for the fall 2018 semester. Schleg is a graduate of Glacier Peak High School. To ...
January, 11 2019 - Verified by Wisconsin Lutheran CollegeClaire Schleg, of Everett, WA, a sophomore at Wisconsin Lutheran College, has been named to the college's Dean's List for the spring 2018 semester. To be eligible for Dean's List, a student must c...
May, 30 2018 - Verified by Wisconsin Lutheran College Conduct daily pre-pricing process on 3-4 equity funds
Calculate the NAV and NII for an ETF
Use multiple accounting programs: Workstation, Eagle/STAR, Bloomberg, etc.
Learn about Mutual Fund Accounting processes and importance
Participate in company-wide Case Study competition
Create two internal documents to be used by future interns/new hires: On-Boarding, Fund Accounting Processes
Develop Excel spreadsheets
Develop documents for the fund clients to use
Prepare research reports on stocks, bond, and mutual funds
Assist with account reviews/preps
Update client portfolio values, returns, and risk statistics
Develop Excel spreadsheets to show current realized/unrealized gains/losses
Learn portfolio diversification
Participate in prospecting and marketing
Participate in compliance record keeping
Assist with financial need analysis
I welcome students and all guests to the recreation center, and am there if anyone has any questions. As students walk in, I make sure that they are indeed from either WLC or the Medical College across the street from us. I also open and close the doors, exchange the mail, and clean the desk.
I sort through the mail, package various items, complete various printing jobs, fax and scan documents, ship various items, and interact with customers on a daily basis.
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