Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Anthony O'Brien

Malvern,PA

Summary

Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Sales and Inventory Specialist

Best Buy
08.2016 - Current
  • Provided exceptional customer service, earning a 90% satisfaction rating based on customer feedback surveys.
  • Achieved consistently high sales performance, exceeding monthly targets through effective customer engagement and upselling strategies.
  • Demonstrated product features and benefits effectively resulting in an increase in add-on sales.
  • Consolidated monthly sales data from PowerBI, organizing and formatting it in Excel to ensure clarity and accessibility for team members.
  • Participated in weekly sales meetings, contributing insights and strategies that improved team performance and morale.
  • Managed inventory levels to ensure product availability and accuracy, reducing stock discrepancies by 15% each quarter.
  • Resolved customer complaints and concerns promptly, achieving a high issue resolution rate and enhancing customer retention.
  • Acted as a mentor to junior sales associates, providing ongoing support and guidance to foster their professional development.
  • Designed and implemented customized membership tracking system in excel to track membership registrations.

Finance and Marketing Associate

Creative Financial Services
07.2023 - 01.2024
  • Observed and assisted Senior Advisors to gain in-depth knowledge and practical experience in client acquisition and cross-selling to existing clients.
  • Initiated contact with prospective clients, documented meeting discussions, and coordinated comprehensive summaries outlining action items and future plans.
  • Leveraged client lists provided by channel partners to cross sell financial planning and insurance solutions.

Education

Bachelor of Science - Finance

West Chester University of Pennsylvania
West Chester, PA
05.2020

High School Diploma -

Methacton High School
Eagleville, PA
05.2016

Skills

  • Exceptional Customer Service
  • Teamwork
  • Critical Thinking
  • Excellent Communication Skills
  • Computer Proficiency
  • Strong Work Ethic
  • Time Management
  • Organizational Skills

Certification

  • Life, Accident and Health Insurance License - 12/06/2022
  • Securities Industry Essentials (SIE) Exam - 01/20/2023
  • FINRA Series 7 - 05/31//2023
  • FINRA Series 66 - 08/08/2023

Timeline

Finance and Marketing Associate

Creative Financial Services
07.2023 - 01.2024

Sales and Inventory Specialist

Best Buy
08.2016 - Current

Bachelor of Science - Finance

West Chester University of Pennsylvania

High School Diploma -

Methacton High School
Anthony O'Brien