Brent Emig
Marlton,NJ
Summary
Business-focused professional combining customer service supervision with financial advising support. Brings market research, client account review, and portfolio reporting together with team delegation, conflict resolution, and process improvement to support informed decisions and consistent service. Hoping to get a foot in the door for a new career path.
Overview
4
4
years of professional experience
Work History
Customer Service Supervisor
WAWA
Gibbsboro, NJ
10.2022 - Current
- Tracked team performance and shared feedback for growth opportunities.
- Promoted team collaboration through clear communication methods.
- Held regular staff meetings to review progress, challenges, and successes.
- Built positive vendor relationships to secure better pricing for products and services.
- Evaluated employee performance regularly and provided actionable feedback.
- Shared work goals and deadlines with employees to improve productivity and meet project benchmarks.
- Managed inventory and ordering to keep supplies available.
- handled product sales, shrink, and spoilage on a weekly basis.
Junior Advisor
Evolution Financial
marlton, NJ
01.2024 - 01.2025
- Conducted research into current market trends, regulations, and economic indicators.
- Delivered tailored advice on investments, budgeting, and tax strategies to optimize client financial health.
- Conducted regular reviews of client accounts to maintain optimal asset allocation and manage risk effectively.
- Developed plans involving Annuities and life insurance plans for guaranteed protections
- Guided clients in strategic asset allocation tailored to their unique financial goals and circumstances.
- Participated in monthly meetings with senior executives for strategic planning purposes.
- Analyzed financial data and prepared detailed reports to present to clients.
- Implemented portfolio rebalancing techniques when necessary to minimize risk exposure.
Education
BACHELOR OF SCIENCE (B.S.) - ACCOUNTING AND FINANCE CANDIDATE
Southern New Hampshire University
Manchester, NH, US05-2026
ASSOCIATE IN SCIENCE (A.S.) - APPLIED SCIENCE
Rowan college at Burlington county
MT laurel05-2019
Skills
- Effective leadership
- Motivational skills
- Staff training
- Problem-solving
- Attention to detail
- Inventory management
- Verbal and written communication
- Analytical thinking
- Report preparation
- Task delegation
- Client communication
- Quality improvement
- Client account management
- Customer retention strategies
Timeline
Junior Advisor
Evolution Financial
01.2024 - 01.2025
Customer Service Supervisor
WAWA
10.2022 - Current
BACHELOR OF SCIENCE (B.S.) - ACCOUNTING AND FINANCE CANDIDATE
Southern New Hampshire University
ASSOCIATE IN SCIENCE (A.S.) - APPLIED SCIENCE
Rowan college at Burlington county