Summer Salisbury
About Summer Salisbury
Summer Salisbury is a Client Services Specialist currently working at TD Ameritrade in Walnut Creek, California, and an Investment Consultant at Charles Schwab in San Francisco, California. She has a background in sports management and economics, with experience in various roles across different organizations.
Current Role at Charles Schwab
Summer Salisbury has been serving as an Investment Consultant at Charles Schwab since 2022. Based in San Francisco, California, she brings considerable expertise to her role in this major financial services company. Her position involves providing investment advice and support to clients, helping them make informed financial decisions. With her current role, she continues to leverage her educational background and professional experience to deliver top-notch client service.
Current Role at TD Ameritrade
Summer Salisbury has been employed as a Client Services Specialist at TD Ameritrade since 2020, operating out of Walnut Creek, California. In this role, she is responsible for maintaining client relationships and ensuring customer satisfaction. Her responsibilities likely include assisting clients with their investment needs, resolving account issues, and providing product and service information.
Previous Experience at CSM Sport & Entertainment
In 2019, Summer Salisbury worked as an Account Management Intern at CSM Sport & Entertainment for three months. During her time in the San Francisco Bay Area, she gained valuable experience in managing client accounts and projects within the sports and entertainment industry. Her role likely involved assisting with client communications, project coordination, and supporting the account management team.
Educational Background
Summer Salisbury attended the Isenberg School of Management at UMass Amherst, where she studied Sports Management and earned a Bachelor of Science (BS) degree from 2016 to 2020. Additionally, she studied Economics at The American University of Rome for 11 months in 2019. She also completed her high school education at Carondelet High School, from 2012 to 2016.
Experience at UMass Amherst
Summer Salisbury's academic and professional journey includes a significant tenure at UMass Amherst. From 2016 to 2017, she worked as a Marketing Intern for UMass Athletics. She also served as a Strength and Conditioning Coach at the UMass Campus Recreation Center from 2017 to 2018. These roles provided her with hands-on experience in marketing, coaching, and fitness program management during her undergraduate years.