Motivated and goal oriented individual prepared to take the next step in a financial services career. Experience in identifying opportunities to improve business flow while maintaining superior customer service.
Overview
10
10
years of professional experience
Work History
Workplace Planning Associate
Fidelity Investments
03.2023 - Current
Engaging 401(k) participants into having in depth conversations about their future plans, needs, and goals.
Building effective relationships and trust between participants and Fidelity by being an active listener and an efficient communicator.
Crew Member, Manager
S.P.Y Inc
01.2015 - 11.2022
Participate in the operation and management of small business to achieve and maintain a high standard of food and beverage products as well as superior customer service
Implemented new advertising methods to increase sales and maximize profits
Allocated appropriate disbursement to top quality vendors
Implemented health and safety protocols during COVID Pandemic by partnering with various delivery services (DoorDash, Uber Eats, GrubHub, etc.) while reinforcing store-wide health and safety protocols
Have maintained track record of zero code violations during and after height of pandemic
Negotiate rates and percentages that delivery services receive to ensure consistent profit margins
Hire and train new employees on customer service skills, food and beverage preparation and operating POS system.
Cashier, Delivery Driver
Y.S.P
01.2014 - 01.2017
Provided positive and efficient service in high volume shop
Maximized sales, customer satisfaction and customer frequency
Consistently recognized by management for dependability and positive attitude towards both staff and
patrons
Processed all transactions with attentiveness to potential promotions such as student discounts and seasonal
deals.
Education
Bachelor of Arts and Science - Economics
Boston University
Boston, MA
Diploma - undefined
Canton High School
Canton, MA
Skills
Proficient with Stata Software for Statistics and Data Science
Microsoft Access/Google Form, Microsoft Excel/Google Sheets, Microsoft Word/Google Docs