Adam Margolin
Summary
Junior dual business major seeking to excel and maintain a respectable position with the help of my earlier experiences in finance and data analytics.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Inventory Manager
Dixon Marketplace
Kutztown, PA
08.2023 - Current
- In charge of all inventory reports.
- Finalize and receive purchase orders.
- Integral part of interactive company's vendor meetings.
Sales Leader
Key Precision Marketing
Philadelphia, PA
05.2023 - 08.2023
- Consistently training brand ambassadors.
- Keep track of companies' KPIs and employee evaluations.
- Creating spreadsheets on employees' performances.
Administrative Assistant
Insurance Xchange
Philadelphia, PA
08.2020 - 08.2022
- Input clients file/data into an online master list.
- Help clients make payments for health insurance.
- Create health insurance plans for clients.
- Reconcile and renew policies.
Insurance Typist
Golden Title Agency
Cherry Hill, NJ
10.2019 - 07.2020
- Typing Mortgages, refinances, and policies for PA, and NJ.
- Extensive experience and organizational skills in accounts receivables.
- Completing checks and balances.
- Bookkeeping for owners of multiple businesses.
Education
Bachelor of Science - Finance And Personal Financial Advising
Kutztown University of Pennsylvania
Kutztown, PA05-2026
Skills
- Ability to work independently and under pressure
- Emphasize on a positive and constructive work environment
- Experience in handling fiscal responsibilities
- Excellent verbal communication skills and fluency in English and Russian
Certification
- Notary Public for the Commonwealth of Pennsylvania
- Psychology of Financial Planning Specialist
Timeline
Inventory Manager
Dixon Marketplace
08.2023 - Current
Sales Leader
Key Precision Marketing
05.2023 - 08.2023
Administrative Assistant
Insurance Xchange
08.2020 - 08.2022
Insurance Typist
Golden Title Agency
10.2019 - 07.2020
Bachelor of Science - Finance And Personal Financial Advising
Kutztown University of Pennsylvania