BRENDAN MCNANY
Rockaway,NJ
Summary
Motivated Business Administration student pursuing a career in banking and finance. Proven expertise in financial transaction processing, customer relationship management, and team leadership. Passionate about delivering tailored solutions to meet client financial needs while contributing to organizational success in retail banking.
Overview
5
5
years of professional experience
Work History
Administrative Assistant
Gladstone Wealth Partners
Chester, NJ
05.2024 - 11.2024
- Processed high-volume financial data entry, ensuring 100% accuracy and compliance with industry regulations.
- Collaborated with managers to streamline processes, enhancing operational efficiency, and advisor support.
- Communicated directly with corporate offices to resolve advisor access issues, ensuring smooth client interactions.
- Key Achievement: Improved database accuracy and client-advisor connectivity by supporting a major householding project.
Assistant Manager
Jersey Fine Wines
New Providence, NJ
04.2023 - 10.2024
- Directed daily financial operations, including cash flow management, register balancing, and account reconciliation.
- Delivered exceptional customer service, addressing inquiries, and resolving product-related issues.
- Supervised inventory management and vendor relations, ensuring timely, accurate deliveries.
- Key Achievement: Increased team productivity by 15% through effective leadership and operational improvements.
Floor Associate
Bottle King Liquors
Morris Plains, NJ
03.2020 - 04.2023
- Assisted customers with product selection, substitutions, and resolving inquiries to ensure satisfaction.
- Managed daily merchandise handling and restocking, ensuring accuracy and availability.
- Maintained safety and efficiency in deliveries, resulting in consistent customer loyalty.
Education
Bachelor of Science - Finance
Montclair State Univeristy
Montclair, NJ05-2027
Associate of Science - Business Administration
County College of Morris
Randolph, NJ05.2025
Skills
- Customer Relationship Management
- Financial Transactions and Cash Handling
- Problem Resolution and Conflict Management
- Proficient in Microsoft Office Suite (Excel, Word, Powerpoint)
- Cross-Selling and Upselling
- Strong Communication and Interpersonal Skills
Timeline
Administrative Assistant
Gladstone Wealth Partners
05.2024 - 11.2024
Assistant Manager
Jersey Fine Wines
04.2023 - 10.2024
Floor Associate
Bottle King Liquors
03.2020 - 04.2023
Bachelor of Science - Finance
Montclair State Univeristy
Associate of Science - Business Administration
County College of Morris
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