James O'Donnell
Philadelphia,PA
Summary
Dedicated and organized financial professional with outstanding relationship-building and problem-solving skills. Driven to exceed expectations and operate effectively in fast-paced, high-pressure environments. Self-motivated team player adept at cultivating partnerships and building lasting relationships across all demographics and management levels. Dynamic and reliable with exceptional customer service and communication skills.
Overview
4
4
years of professional experience
Work History
Financial Advisor
JT3 Industries
Hatb, PA
11.2023 - Current
- Helped and assisted in overlooking the budget
- Provided month-to-month financial analysis
Financial Analyst
SEI
Oaks, PA
12.2019 - 10.2023
- Supported projects and analyses to drive consistency and accuracy within financial models.
- Analyzed client investments and provided thorough detail into monthly reports
- Provided clients with monthly, quarterly, and annual verification on investment returns
- Built and strengthened client relationships to form long-lasting, profitable bonds.
- Administered and maintained data to facilitate tracking and trending analysis.
Education
Bachelor of Science - Finance
Saint Joseph's University
Philadelphia, PA05-2020
Skills
- Advising on Investments
- Financial Services
- Reporting
- Proficient in Microsoft Office
Timeline
Financial Advisor
JT3 Industries
11.2023 - Current
Financial Analyst
SEI
12.2019 - 10.2023
Bachelor of Science - Finance
Saint Joseph's University
Similar Profiles
Ja’Quann ProsiseJa’Quann Prosise
Team Member at JT3 SoulfoodTeam Member at JT3 Soulfood
Chad BennettChad Bennett
Radar Technician at Jt3Radar Technician at Jt3
Kristina AguilarKristina Aguilar
Order Clerk at JT3Order Clerk at JT3
Monique MoiseMonique Moise
Tax Examining Technician at Department of TreasuryTax Examining Technician at Department of Treasury
Joseph CarrionJoseph Carrion
Maintenance Worker at Franklin Towne Charter High SchoolMaintenance Worker at Franklin Towne Charter High School