Summary
Overview
Work History
Education
Skills
Projects And Workshops
Affiliations
Timeline
Generic

Gavin Crocker

Westlake,OH

Summary

Dynamic professional with experience at 1280 Financial Partners, excelling in market research and client onboarding, achieving an 80% reduction in onboarding time. Proficient in SQL and effective communication, I leverage analytical skills to enhance client satisfaction and drive project success. Committed to delivering high-quality results in fast-paced environments.

Overview

3
3
years of professional experience

Work History

Internship

1280 Financial Partners
Sandusky, OH
06.2025 - 08.2025
  • Conducted market research on ETFs, stocks, and mutual funds; evaluated performance, fees/expense ratios, risk metrics, and factor/sector exposures.
  • Maintained and updated client information across firm systems; reconciled data discrepancies and supported day-to-day service requests.
  • Reduced average client onboard time by 80% through utilization of various financial platforms resulting in increased client satisfaction.
  • Created and designed unique client watchlists and views. Monitored markets and price moves to provide insights to advisors.

Crew Chief

College Works Painting
Lakewood, OH
05.2024 - 08.2024
  • Led a team of 4 painters, effectively managing time and resources to ensure work was completed efficiently and to the highest standards of quality.
  • When necessary repriced jobs to align with updated material and labor costs, improving project profitability and ensuring accurate client estimates.
  • Oversaw all aspects of painting projects, ensuring that every job met or exceeded customer expectations for precision and perfection.
  • Maintained a strong focus on customer satisfaction by addressing any concerns promptly and ensuring that all work was completed in a timely manner without compromising on quality.
  • Monitored and optimized work speed to balance efficiency with meticulous attention to detail, contributing to overall project success and client satisfaction.

Cashier

beardens
Rocky River, OH
04.2023 - 08.2023
  • Part time - Led the cashier team in providing exceptional customer service by greeting customers with a warm welcome, processing orders accurately, and addressing any inquiries or concerns promptly.
  • Employed effective communication techniques to collaborate with kitchen staff and management, ensuring seamless coordination of orders and timely delivery of food to customers, thereby operational efficiency.
  • Operated cash register or POS system to receive payment by cash, check and credit card.

Cashier

Heinens
Bay Village, OH
04.2022 - 08.2022
  • Exhibited leadership qualities by actively mentoring and training new cashiers on POS systems, cash handling procedures, and customer service best practices, fostering a cohesive and knowledgeable team environment.
  • Collaborated with team members to maintain cleanliness and organization at checkout lanes, contributing to a positive shopping experience for customers and reinforcing the store's brand image.
  • Acted with integrity and honesty in handling cash transactions, adhering to company policies and procedures to safeguard against fraud and theft, thereby maintaining trust and confidence among customers and colleagues.

Education

Bachelor of Finance - business

Miami University
Oxford, OH
05.2027

High School -

Saint Edward High School
Lakewood, OH

Skills

  • SQL coding
  • Python coding
  • Microsoft Excel
  • Microsoft Access
  • Microsoft Word
  • Economics
  • Writing
  • Accounting
  • Effective communication
  • Market research

Projects And Workshops

Intro to Business Computing, Farmer School of Business, 12/01/23, Communicated with team members to make an analytical breakdown of GPA statistics, creating a clear line of communication., Employed skillfulness in Microsoft Access and Microsoft Excel, increasing efficiency in calculations and graphs., Innovative ways to analyze the data given by our professor, allowing for clearer explanations.

Affiliations

  • Golf
  • Basketball
  • Poker

Timeline

Internship

1280 Financial Partners
06.2025 - 08.2025

Crew Chief

College Works Painting
05.2024 - 08.2024

Cashier

beardens
04.2023 - 08.2023

Cashier

Heinens
04.2022 - 08.2022

Bachelor of Finance - business

Miami University

High School -

Saint Edward High School

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