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Keera Lindenberg

@keeralindenberg

Financial Planning Client Services Intern at Babb Wealth Advisors, organizing records for 100+ clients and developing a standardized document workflow.

United States

Message

At Babb Wealth Advisors, I support advisors with client information, research, and financial plan preparation. I digitized and organized records for 100+ clients, developed a standardized document management workflow, and author company-wide SOPs.

At Lightscale Labs Analytical Testing (dba 2 Rivers Lab), I managed client relationships, supported compliance procedures, and authored operational documentation. I also founded Everything Is Interesting, where I design and deliver interactive science education programs.

Experience

Work history, roles, and key accomplishments

Current

Financial Planning Client Services Intern

Current

Babb Wealth Advisors

Jul 2026 - Present (3 months)

Maintain and update client information across eMoney, Wealthbox, SharePoint, Schwab, and other firm systems. Support advisors with data collection, research, and financial plan preparation for prospective and existing clients.

EMoney Wealthbox SharePoint Schwab Nitrogen Data Management SOP Development Document Management

Current

Long-Term Substitute Teacher

Current

Los Angeles Unified School District

Jan 2023 - Present (3 years 9 months)

Adapt quickly to changing schedules, environments, priorities, and expectations while maintaining professionalism and organization. Take initiative and quickly assume responsibility for new assignments, maintaining continuity across constantly changing circumstances.

Adaptability Professionalism Organization Initiative

Current

Founder & Science Educator

Current

Everything Is Interesting

Dec 2022 - Present (3 years 10 months)

Design, construct, and deliver engaging, interactive science education programs. Conduct all business operations, including marketing, accounting, and legal compliance.

Science education Curriculum Design Marketing Accounting Legal Compliance

Client Relations & Educational Manager

Lightscale Labs Analytical Testing

Mar 2018 - May 2022 (4 years 2 months)

Managed client relationships and served as primary point of contact for communication, troubleshooting, and support. Authored official in-house SOPs and process documentation for operational and compliance procedures.

Client Relations Troubleshooting SOP Development Process documentation Corporate Trainer Data Management Collaboration Software