Claire Schleg

I graduated within the top 10% of my class and therefore the state. I graduated with a GPA of 3.96. I graduated having accumulated 54 college credits.

I received a $500 scholarship from the Glacier Peak Parents Organization after completing a scholarship notebook.

I was honored being selected as Lady of Homecoming my junior year by the staff.

Entry and continued membership relied on at least a 3.5 GPA and completing a specific amount of community service.

In this club, on various weeks students either do yoga or Zumba dancing for about an hour.

Attend meetings and learn more about investing. I helped make decisions with a live portfolio, completed investment analysis, and made buy/sell decisions. Club Member: Fall 2017-Spring 2019 Club President: Spring 2019-Present

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.