Jason Donofrio
Plainville,United States
Summary
Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
5
5
years of professional experience
Work History
Operations Coordinator
USI Advisors
09.2022 - Current
- Run and edit fiduciary oversight reviews for over 150 clients
- Assist investment consultants with fund mappings, investment recommendations, and revenue calculations
- Manage client paperwork
- Perform internal compliance testing.
- Create and review trade tickets for fund changes
- Implemented troubleshooting, root cause analysis and issue resolution.
Head Cashier
Big Y Foods
09.2019 - 09.2022
- Oversee and manage 10-15 employees
- Solve scheduling issues
- Conflict resolution between customers and employees
- Balance operating cash flow of the front end.
- Mentored new team members on POS system operation, customer service strategies, and sales goals.
- Performed store opening, closing, and shift-change actions and maintained accurate logs.
- Educated employees on register use, merchandising, and customer service
Education
Finance -
Central Connecticut State University
New Britain, CT05.2022
Finance - undefined
Winthrop University
Rock Hill, SC05.2019
Skills
- Advanced Microsoft Office
- Customer service
- Critical thinking
- Problem solving
- Computer literacy
- Multi-tasking
- Self-Management
- Delegation
- Data analysis
Details
1 Great Plain Drive, Plainville, CT, 06062, United States, 860-549-6090, jdonofrio678@gmail.com
Volunteering
- St. James Roman Catholic Church, Rocky Hill. Served Food/Cleaned in a Soup Kitchen
- Lutz Children Museum, Manchester. Lead group through nature center and cleaned Park
- Rocky Hill Little League Baseball. Officiated little league baseball games
Timeline
Operations Coordinator
USI Advisors
09.2022 - Current
Head Cashier
Big Y Foods
09.2019 - 09.2022
Finance -
Central Connecticut State University
Finance - undefined
Winthrop University
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