Danielle Wagoner
East Greenbush,NY
Summary
Proven track record in enhancing client retention and financial accuracy, demonstrated during my tenure at Purshe Kaplan Sterling. Skilled in document management and exceptional customer service, I excel in streamlining operations and improving transaction processes. My organizational skills and attention to detail have consistently led to positive outcomes in fast-paced environments.
Overview
5
5
years of professional experience
Work History
Sales Assistant
Purshe Kaplan Sterling
Albany
07.2023 - Current
- Managed documentation related to trade executions and settlements, facilitating smooth transaction processes for clients.
- Streamlined communication between brokers and clients, maintaining organized records of correspondence for easy reference.
- Contributed to increased client retention by consistently providing exceptional customer service and support.
- Processed and verified all new account applications and documents.
Shift Supervisor
Starbucks
Troy, NY
06.2019 - 07.2024
- Trained new employees and delegated daily tasks and responsibilities.
- Completed store opening and closing procedures and balanced tills.
- Managed cash handling procedures, maintaining accuracy in financial transactions and minimizing discrepancies in daily reconciliations.
- Responded to and resolved customer questions and concerns.
Education
Associate Of Business Administration -
Hudson Valley Community College
Troy, NYSkills
- Document Management
- Goal-Oriented
- Attention to Detail
- Excellent Written and Verbal Communication
- Organizational Skills
- Computer Proficiency and Microsoft Office
Timeline
Sales Assistant
Purshe Kaplan Sterling
07.2023 - Current
Shift Supervisor
Starbucks
06.2019 - 07.2024
Associate Of Business Administration -
Hudson Valley Community College