Year of professional experience
Anisten Yandle
Charlotte,NC
Summary
Result-driven Finance major with a strong background in customer service, financial planning, and organization and leadership. Agile with excellent communication and analytical skills and an in-depth understanding of financial fundamentals and procedures. Ready to make a positive impact within a team or independent environment with a positive attitude. Committed to growth and success for the future of the company while valuing integrity and productivity.
Overview
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1
Work History
Financial Services Representative Intern
Modern Woodmen Financial Fraternity
Charlotte
12.2023 - Current
- In-office internship shadowing multiple experienced advisors in day-to-day operations
- Creating financial plans that meet the needs of various clients including asset management, retirement planning, life insurance policies, and estate planning
- Learning from experienced financial advisors
- Actively expanding my knowledge in ways to manage risk, problem-solve, and analyze financial data
- Resolving financial issues for clients such as overcoming debt, building assets, expanding wealth, and planning for unexpected situations of various magnitudes
- Communicating with between 10-20 clients daily to understand and create full financial plans that provide stability and the opportunity for long-term growth
ENGAGE Externship Program
Equitable Advisors
Charlotte
10.2023 - 10.2023
- Month-long program where I learned the ins and outs of financial advising and what it takes to be successful in this field
- Participated in several case studies of various clientele to provide them with their best financial situation
- Navigated through multiple, diverse challenges and learned ways to overcome common struggles relating to personal finances
- Spoke directly to many well-versed advisors and gained valuable insight into how to stand out within this industry
Shift Leader
Smoothie King
Stallings
01.2021 - Current
- Collaborate with colleagues to provide high-quality customer service and build strong customer relationships
- Orchestrate multiple quality checks daily to guarantee consistency and accuracy for every customer interaction
- Prioritize distributing and executing daily tasks to maintain the productivity and functionality of the productivity and functionality of the store
- Conduct weekly counts of inventory, create weekly schedules, process daily cash deposits
- Assist the General Manager with boosting sales through marketing new products, app promotions, and creating daily deals. This has boosted Enhancer sales by 40% and increased app usage by 30% since January 2024
Assistant Preschool Teacher
Stepping Stones Preschool
Waxhaw
06.2019 - 08.2023
- Created and analyzed lesson plans for subjects such as math, reading, writing, and oral skills for a classroom of 16 four-year-olds
- Enforced time management plans by balancing various forms of curriculum throughout the school day
- Maintained a fun and engaging learning environment that catered to various personalities
- Taught and exemplified important characteristics to children such as kindness, honesty, patience, and empathy.
Shift Leader
Marco's Pizza
Indian Trail
11.2019 - 01.2021
- Maintained high standards of customer service during high-volume, fast-paced operations
- Communicated clearly with colleagues, management, and customers to ensure accuracy and overall satisfactory experience
- Co-managed various operations such as online payments, order taking, order preparation, and delivery assignments
- Built loyal clientele through friendly interactions and consistent quality.
Team Member
McDonald's
Indian Trail
05.2019 - 09.2019
- Effectively developed organizational practices to optimize efficiency
- Utilized POS system for orders and controlled transactions involving cash and credit sales
- Managed operations within the drive-thru window, including checking order accuracy, stocking resources for order preparation and packaging, and maintaining a clean space
- Exhibited strong skills of communication and teamwork with colleagues to maintain fast-paced and quality service to customers.
Education
Bachelor of Science - Finance
Belk College of Business - UNC Charlotte
Charlotte, NC05.2024
Enhanced Business Administration Certification - Business Administration
South Piedmont Community College
Monroe, NC05.2022
High School Diploma -
Piedmont High School
Monroe, NC01.2022
Skills
- Adaptability
- Analytical Thinking
- Activity Planning and Coordination
- Communication Skills
- Problem-solving Abilities
- Computer Proficiency incl Excel and Word
- Teamwork and Collaboration
- Attention to Detail
- Understanding of budgeting
- Customer and Service-Oriented
- Team Leadership
- Quality Assurance
Awards
- Named on the UNC Charlotte Dean's List
- National Honors Society Member
- Awarded an Enhanced Business Administration Certification in May 2022 at South Piedmont Community College
References
References available upon request
Hobbies
USPA Powerlifter currently holding the NC Junior Women's Squat Record
Timeline
Financial Services Representative Intern
Modern Woodmen Financial Fraternity
12.2023 - Current
ENGAGE Externship Program
Equitable Advisors
10.2023 - 10.2023
Shift Leader
Smoothie King
01.2021 - Current
Shift Leader
Marco's Pizza
11.2019 - 01.2021
Assistant Preschool Teacher
Stepping Stones Preschool
06.2019 - 08.2023
Team Member
McDonald's
05.2019 - 09.2019
Bachelor of Science - Finance
Belk College of Business - UNC Charlotte
Enhanced Business Administration Certification - Business Administration
South Piedmont Community College
High School Diploma -
Piedmont High School