Addressed customer inquiries and concerns with professionalism and care, ensuring a positive and seamless banking experience
Actively listened to clients to understand their financial goals and offered tailored solutions, including savings accounts, credit options, and financial planning tools
Resolved client issues promptly and effectively, contributing to a higher customer satisfaction rating and increased client retention
Built strong, trust-based relationships with clients by consistently delivering attentive service and reliable support
Investment Banking Intern
The Rockwell Financial Group
12.2023 - 05.2024
Conducted outreach to potential clients through over 500 daily qualifying calls, effectively identifying, and assessing their investment needs
Produced comprehensive research reports on stocks, employing in-depth analysis and utilizing various valuation metrics, including Discounted Cash Flow (DCF), to make informed investment recommendations
Presented findings and recommendations to senior management, showcasing effective communication skills and the ability to convey complex financial information in a clear and concise manner
Assistant Operations Manager
Troyka Restaurant
05.2021 - 11.2023
Led planning and execution of large-scale events of over 200 people by managing logistics and ensuring customer needs are met
Supervised teams of a dozen servers to ensure efficient communication and to ensure success of the events
Helped in the training of new servers to ensure smooth transition into the team
Handled cash transactions and payment for events worth thousands of dollars while ensuring accuracy and financial integrity
Hospice RN Case Manager (RNCM) at Metropolitan Jewish Health Systems Hospice and Palliative CareHospice RN Case Manager (RNCM) at Metropolitan Jewish Health Systems Hospice and Palliative Care