Samuel Frederick
Lafayette,United States
Summary
College graduate of May 2021 in Finance. Looking for opportunities that will allow me to grow. Throughout my life I have learned how to have a good work ethic and to go into each day with a positive attitude. I am a quick learner and enjoy taking on challenges. I enjoy to work with others and be apart of a team.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Financial Strategist
MATTHEW JAMES Tax & Wealth Management
05.2021 - Current
- Developed comprehensive strategies by analyzing market trends and consumer behavior to drive business growth.
- Implemented innovative solutions for optimizing processes, resulting in increased efficiency and reduced costs.
- Collaborated with cross-functional teams to develop and execute strategic initiatives aligned with organizational objectives.
- Conducted thorough competitor analysis to identify opportunities for product differentiation and market positioning.
- Enhanced company reputation by delivering compelling presentations at industry conferences and events.
Accounts Payable Clerk
Quail Tools - A Parker Wellbore Company
06.2018 - 05.2021
- Streamlined invoice processing by implementing efficient filing and tracking systems.
- Reduced late payment penalties by closely monitoring due dates and managing timely payments.
- Improved vendor relationships through diligent communication and prompt issue resolution.
- Maintained accurate financial records by regularly reconciling accounts payable transactions.
Records Manager
Exec U Store
06.2016 - 05.2018
- Enhanced records management efficiency by implementing advanced technology and industry best practices.
- Streamlined records retrieval processes, reducing time spent searching for information.
- Developed comprehensive training programs to improve team productivity and ensure compliance with regulations.
- Collaborated with cross-functional teams to establish effective records management strategies and policies.
Waiter / Bartender
Dupuy's Restaurant
01.2017 - 05.2017
- Enhanced customer satisfaction by providing attentive service and anticipating guest needs.
- Maintained a clean and organized dining area, contributing to a pleasant atmosphere for guests.
- Managed high volume of customers during peak hours, maintaining prompt and efficient service.
Education
Bachelor of Business Administration - BBA, Accounting and Finance -
University of Louisiana at Lafayette
01.2021
Buisness Administration -
South Louisiana Community College
01.2018
Skills
- Financial Analysis
- Advertising
- Account Management
- Public Speaking
- Public Relations
- Math
- Accounting
- Fitness Training
- Sports Nutrition
- Customer Service
Certification
Certified Professional, Life and Health Insurance Program (CPLHI) - Kaplan UK
Timeline
Financial Strategist
MATTHEW JAMES Tax & Wealth Management
05.2021 - Current
Accounts Payable Clerk
Quail Tools - A Parker Wellbore Company
06.2018 - 05.2021
Waiter / Bartender
Dupuy's Restaurant
01.2017 - 05.2017
Records Manager
Exec U Store
06.2016 - 05.2018
Bachelor of Business Administration - BBA, Accounting and Finance -
University of Louisiana at Lafayette
Buisness Administration -
South Louisiana Community College
Certified Professional, Life and Health Insurance Program (CPLHI) - Kaplan UK
Similar Profiles
Malorie WadeMalorie Wade
Marketing Coordinator at Matthew James Tax & Wealth ManagementMarketing Coordinator at Matthew James Tax & Wealth Management
Jennifer BolesJennifer Boles
Senior Registered Client Associate / Client Services Manager at LeVoir Wealth Management / Raymond James FinancialSenior Registered Client Associate / Client Services Manager at LeVoir Wealth Management / Raymond James Financial
Savanna ColemanSavanna Coleman
Data Entry Clerk at US Bank | Wealth Management | Trust And TaxData Entry Clerk at US Bank | Wealth Management | Trust And Tax