Summary
Overview
Work History
Education
Skills
Certification
Timeline
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Connor Flynn

Connor Flynn

Harrisburg,PA

Summary

Professional with a comprehensive background in financial services, prepared to assist clients with their financial planning needs. Friendly and personable with a unique approach to each individual to fit their needs. Striving to keep up with the ever changing economic and financial world to make sure I can assist people in the most beneficial way.

Overview

4
4
years of professional experience
1
1
Certification

Work History

Administrative Assistant

Polaris Advisors
05.2023 - Current
  • Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
  • Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
  • Delivered excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationships.
  • Ensured accurate record-keeping with diligent data entry and database management for vital company information.

Forklift Operator

Fed Ex Freight
05.2022 - 05.2023
  • Integral team member in fast-paced environment to coordinate logistics of supply chain operations
  • Excellent multi-tasking and organizational skills
  • Compliance with safety protocols and time requirements for maximum efficiency and productivity.

Construction

G.R. Sponaugle & Sons, Inc.
05.2020 - 09.2020
  • Ambitious and creative team player
  • Utilized time management skills to satisfy customer needs
  • Acquired knowledge of various construction methods.

Education

Bachelor of Science in Finance -

The Pennsylvania State University
05.2023

Skills

  • Enhanced client relationship skills
  • Proficient in Microsoft Excel and Word
  • Knowledge of portfolio management and comprehensive financial planning
  • Fundamental analysis of securities and economics
  • Excellent communication skills

Certification

  • Securities Industry Essentials (SIE)
  • Series 7

Timeline

Administrative Assistant

Polaris Advisors
05.2023 - Current

Forklift Operator

Fed Ex Freight
05.2022 - 05.2023

Construction

G.R. Sponaugle & Sons, Inc.
05.2020 - 09.2020

Bachelor of Science in Finance -

The Pennsylvania State University

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Connor Flynn