Andrew Ozoria
Walden
Summary
Dynamic professional with experience at SS&C Technologies, excelling in business analytics and customer service. Ability to enhance client relationships and streamline processes, contributing to successful project launches. Proficient in Excel and skilled in sales, I thrive in collaborative environments and am dedicated to achieving impactful results.
Overview
4
4
years of professional experience
Work History
Sales Associate
Ace Hardware
Walden
10.2023 - Current
- Provided customers with help and information that led to sales
- Kept store clean and appealing to customers
- Coordinated with coworkers on in store projects that would benefit sales
- Help customers load heavy product into their vehicles daily
- Helped train new employees on standard practice procedures
Business Analyst Intern – Investor Services (Hedge Funds)
SS&C Technologies
Times Square
06.2023 - 08.2023
- Worked with a ten-person team daily to manage all investors under our client 'Lighthouse'.
- Alongside my 'Lighthouse' team, also worked under another client for a month called 'Common Fund'.
- Fulfilled investor trade requests.
- Validated investor information and noted any deficiencies.
- Provided reconciliations for SS&C’s information for a fund with another fund administrators information through excel.
- Worked alongside nine other interns on a company project which aimed at analyzing pain points with current client relationship management.
- Presented The project to company members. Project was launched.
Deli Associate
Hannaford Supermarket
Walden
10.2021 - 04.2023
- Manage customers’ needs.
- Maintain food safety and cleanliness standards.
- Check fridge temperature frequently.
- Prepare ready to go meals including rotisserie chicken.
- Trained new hires on standard practice.
Education
Bachelor of Science - Finance
School of Business At SUNY New Platz
New Paltz, NY05.2025
Skills
- Microsoft Word
- Excel
- PowerPoint
- R Studio
- E Views
- Customer Service
- Sales
- Business Analytics
- Hedge Fund Services
- Presentations
Skills And Languages
- Proficient in Microsoft Word, Excel, PowerPoint, R Studio, and E Views
- Customer Service and Sales
- Business Analytics and Hedge Fund Services
- Presentations
Coursework
- Financial Accounting
- Managerial Accounting
- Business Law for Accountants
- Corporate Finance
- Risk Management and Derivatives
- Applied Investment Management
Timeline
Sales Associate
Ace Hardware
10.2023 - Current
Business Analyst Intern – Investor Services (Hedge Funds)
SS&C Technologies
06.2023 - 08.2023
Deli Associate
Hannaford Supermarket
10.2021 - 04.2023
Bachelor of Science - Finance
School of Business At SUNY New Platz
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