Carson Sandwith
Costa Mesa,CA
Summary
Energized and employment-seeking young professional with experience in, and a deep understanding of, both sales and financial management. Successful at promoting customer loyalty, satisfaction and purchases with consultative techniques and diligent attention to individual needs. Proficient in best practices, market trends, and regulatory requirements of business operations. Talented leader with analytical approach to planning and problem-solving. Dependable relationship-builder with excellent organizational strengths and superior work ethic.
Overview
8
8
years of professional experience
Work History
Advisor Development Program
Merrill Lynch
10.2022 - 02.2024
- Developed personal rapport with each client to maintain customer loyalty and establish lasting relationships
- Navigated client’s complex financial picture and guided them with advice and solutions to help them live their best financial lives
- Provided clients with core banking, credit and lending solutions
- Received training including hands-on practice, personalized coaching and dedicated support from Merrill advisors
- Passed Securities Industry Essentials examination
Financial and Strategic Consultant
Tacoma Athletic Commission
01.2022 - 05.2022
- Evaluate current processes to develop improvement plans
- Produce detailed and relevant reports for use in making business decisions
- Compile research data and give professional presentations highlighting finds and recommended optimizations
- Work with clients to support understanding of rationale and details of financial strategies
- Collect data and develop detailed spreadsheets to identify trends and create revenue, profitability, and expense forecasts
Ticket Sales Associate
Tacoma Rainiers Minor League Baseball Club
03.2021 - 10.2021
- Assisted customers at box office or will call areas by responding to wide range of questions, inquiries and issues
- Secured customer tickets using computer-based POS system
- Provided detailed information on multitude of various season ticket packages to prospective customers, while encouraging the purchase of most sensible options
- Organized corporate and social events at the ballpark consisting of group sizes ranging from50-250 individuals
- Communicated with players of both home and away organizations to seat their guests at all home games
Store Manager
Menchie's Frozen Yogurt
05.2016 - 05.2021
- Ensuring team members are on task and aware of their obligations, while promoting stress-free working conditions
- Providing excellent guest care and creating a welcoming environment for store visitors
- Controlled store inventory and reviewed cash handling and operational reports
- Maintained clean, adequately stocked and organized store by streamlining daily operations and introducing new procedures
- Coached employees and trained on methods for handling various aspects of sales,complicated issues and difficult customers
- Exhibited excellent people skills during interaction with employees and customers
Education
Bachelor of Arts - Business Administration
University of Puget Sound
Tacoma, WA05.2022
Skills
- Honest and Dependable
- Excellent people skills
- Relationship Building
- Banking
- Trust Services
- Loans
- Stock market understanding
- Sales expertise
- Adaptable and Flexible
- Problem-solving skills
Timeline
Advisor Development Program
Merrill Lynch
10.2022 - 02.2024
Financial and Strategic Consultant
Tacoma Athletic Commission
01.2022 - 05.2022
Ticket Sales Associate
Tacoma Rainiers Minor League Baseball Club
03.2021 - 10.2021
Store Manager
Menchie's Frozen Yogurt
05.2016 - 05.2021
Bachelor of Arts - Business Administration
University of Puget Sound
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