Hailey Lopez
Wethersfield,Connecticut
Summary
Hardworking and passionate job seeker with strong organizational skills eager to put hard work into a position. Ready to work with a team to help achieve company goals. Eager to learn new skills and build on my professional career.
Overview
2
2
years of professional experience
Work History
Caring Specialist
Hammond Iles Wealth Advisors, Financial Coaching
06.2023 - Current
- Complete essential documents and reports in accordance with company policies
- Practice excellent communication skills through answering company phone calls and informing the corresponding staff member of the client concern
- Create and send out client care packages to show appreciation and gratitude for the current and new clients
- Prepare and send out care packages to clients
- Sit in during client meetings and assist with paperwork
- Sit in during client meetings to gain a more comprehensive understanding of wealth management
- Assisted with essential client paperwork, easing the process for the client and advisor
Server
The Place 2 Be
12.2021 - 08.2023
- Memorized over 100 menu items, being able to list the contents of the options
- Served over 100,000 customers
- Trained incoming employees ensuring they maintain health and safety standards throughout the restaurant
- Requested specifically by customers over 75 times
- Fulfilled over 10,000 monetary transactions with efficiency
- Waited tables, assisted with food preparation, and assisted with opening and closing of the restaurant
Per-diem
Southfield children’s center
06.2021 - 08.2022
- Managed up to 30 children per day, assisting with sensory development, academic aptitude, and communication skills
- Diffused situations between children through behavior modification techniques and communicating with management, as needed
- Ensured a high level of sanitation throughout the center by using gentle cleansers to clean all areas of the facility
Education
Diploma -
Wethersfield High School
06.2023
Bentley University
Skills
- Customer Relations
- Resource Allocation
- Quality Assurance
- Supply Management
- Ambitious
- Determined
Accomplishments
- Honor Roll, 2019 - 2023
- DECA State first place winner 2023
Volunteer Experience
Senior Center in Wethersfield, CT, Wethersfield, Connecticut, 2019 - 2020, 2023
References
Mrs. Joanne Ricardi, Business Teacher, Wethersfield, Connecticut, 06109, (860) 571-8200, JRicardi@wethersfield.me
Mrs. Tara Ledwith, Manager, 100 Great Meadow Rd #701, Wethersfield, Connecticut, 06109, (860) 258-2600, Tara@hiwealth.com
Extracurricular Activities
Student Council, Treasurer, 2020 - 2023
Interact Club, 2019 - 2023
DECA Club, President, 2019 - 2023
DECA Freshman Liaison, 2023 - Present
Bentley Investment Group, 2023 - Present
Timeline
Caring Specialist
Hammond Iles Wealth Advisors, Financial Coaching
06.2023 - Current
Server
The Place 2 Be
12.2021 - 08.2023
Per-diem
Southfield children’s center
06.2021 - 08.2022
Diploma -
Wethersfield High School
Bentley University
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