Andrea Gardner
Providence,RI
Summary
Aspiring Financial Analyst with strong understanding of improving organizational performance. Adept at collaborating to ensure high-quality services. Career history promoting adherence to policies and industry standards.
Overview
4
4
years of professional experience
Work History
Client Services Representative Intern
Fidelity Investments
01.2025 - 07.2025
- Ensures customer satisfaction by delivering extraordinary service, handling standard and complex interactions and processing of client inquires received by phone or in writing.
- Supports institutional, corporate clients as well as Financial Representatives, Financial Representative Assistants, and shareholders, with a full range of servicing across the transfer agent spectrum by responding to inbound calls, performing trade execution, and acting as a client advocate throughout the Fidelity organization.
- Followed up with customers about resolved issues to maintain high standards of customer service.
Barista
Seven Stars Bakery
04.2024 - Current
- Utilizes POS and 7Shifts software to process transactions, manage inventory, and optimize scheduling for enhanced financial performance.
- Contributes to generating daily revenue of up to $10,000 during busiest shifts by efficiently managing orders and maximizing sales opportunities.
- Collaborates with team to streamline order processing, reducing average wait times for 100 customers served during peak hours.
- Improves product knowledge by learning about baking methods, enhancing ability to educate customers on menu offerings.
Bartender
Flatbread Pizza Company
08.2022 - 03.2024
- Served up to 90 customers during peak shifts, ensuring prompt and accurate service in fast-paced environment.
- Performed cash handling, credit card processing, and tax exempt transactions daily, ensuring accurate and efficient financial management.
- Utilized POS system for inventory management and sales tracking, maintaining accurate records and optimizing business operations.
- Processed over $2,500 in sales during busiest month, demonstrating ability to handle high-volume financial transactions efficiently.
Assistant Manager
Laundromax
06.2022 - 11.2022
- Collaborated with team on financial projects totaling over $10,000, gaining valuable experience in financial management and project oversight.
- Worked closely with team of 15 colleagues on key financial tasks, contributing to successful project outcomes and team performance.
- Utilized POS and ATM safe systems to accurately manage financial transactions and maintain secure cash handling procedures.
- Contributed to development and implementation of sales bundle initiative, driving cost savings and revenue growth for the organization.
Education
Certificate - Business Writing, Intro to Investment, Public Speaking, Business Applications
Year Up United
07.2025
Associate's Degree - Humanities
Community College of Rhode Island
Warwick, RI06.2021
Skills
- Data Interpretation
- Client Relations
- Time management
- Leadership
- Organization
- Communication
- Canva
- Dropbox
- Zoom
- Excel
- Microsoft Teams
- Microsoft Office 365
Timeline
Client Services Representative Intern
Fidelity Investments
01.2025 - 07.2025
Barista
Seven Stars Bakery
04.2024 - Current
Bartender
Flatbread Pizza Company
08.2022 - 03.2024
Assistant Manager
Laundromax
06.2022 - 11.2022
Associate's Degree - Humanities
Community College of Rhode Island
Certificate - Business Writing, Intro to Investment, Public Speaking, Business Applications
Year Up United