Summary
Overview
Work History
Education
Skills
Websites
Timeline
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JOANNA JOSEPH

Maplewood,NJ

Summary

Ambitious finance undergraduate at Rutgers University with a strong focus on entrepreneurship and real estate, complemented by four years of sales experience that fostered expertise in client engagement, market analysis, and problem-solving. An internship at LPL Financial provided valuable insights into financial analysis, enhancing analytical skills and industry knowledge. Eager to learn from experienced professionals while exploring dynamic opportunities in finance and real estate. Committed to continuous improvement and skill expansion to drive success in future endeavors.

Overview

7
7
years of professional experience

Work History

Summer Intern

Capri Wealth Management
06.2024 - 09.2024
  • Gained hands-on experience in client acquisition, assisting in identifying and reaching out to high-net-worth individuals.
  • Conducted investment analysis, researching market trends and evaluating financial products to create tailored investment strategies.
  • Assisted in financial planning, helping clients structure their portfolios to meet long-term financial goals, including retirement and wealth management.
  • Developed skills in lead generation, identifying potential clients and formulating strategies to approach them.
  • Collaborated with the team on business strategy to improve service offerings and client satisfaction.
  • Worked closely with investors, focusing on client service and maintaining strong client relationships.

Founder & CEO

Paw Couture
03.2024 - Current
  • Launched and currently scaling an Ecommerce business specializing in pet costumes and accessories, offering a wide range of seasonal and year-round products.
  • Built the business from the ground up, handling website Development, Logo design, and SEO optimization to drive traffic and increase Sales.
  • Managed product sourcing, marketing, and customer relations, resulting in steady growth and a loyal customer base.

Freelance Business & Digital Creator

01.2021 - Current
  • Created and designed websites, logos, and optimized them using SEO tools for improved online visibility and client engagement.
  • Published a mini eBook titled Let's Talk about Healing From Within: Embracing God's Love for Self-Transformation, focusing on self-improvement and spiritual growth.
  • Designed a calendar and brand La Vie Affirmation centered around motivational quotes, positive affirmations, and personal development incorporated within Daily habits.

Stylist & Sales Commission Associate

Bloomingdale's
03.2023 - 09.2023
  • Personalized styling for a diverse clientele, boosting sales by 20% through curated wardrobe solutions.
  • Developed and implemented marketing strategies for new clothing lines, directly contributing to product promotion.
  • Fostered lasting relationships with clients, leading to repeat business and brand loyalty.

Lead Sales Associate

H&M Hennes & Mauritz
08.2022 - 02.2023
  • Provided exceptional customer service and product recommendations, driving daily sales goals.
  • Worked closely with management to optimize product display and merchandising strategies.
  • Supported team sales processing to streamline checkout and meet store sales targets.

Sales Associate

Nordstrom
09.2021 - 08.2022
  • Delivered personalized fashion advice, enhancing customer satisfaction and driving business.
  • Successfully cross-sold accessories and apparel, contributing to a 10% increase in average transaction value.
  • Managed loyalty programs and promotional tracking, enhancing customer retention rates.

Barista Shift Lead

Bonji Bowls
08.2018 - 06.2020
  • Led training sessions for new hires, improving staff efficiency and customer satisfaction.
  • Contributed to menu development and inventory management, optimizing day-to-day operations.
  • Oversaw customer service quality, ensuring a 95% customer satisfaction rate.
  • Trained and mentored new baristas on equipment use and customer service best practices.

Commission Sales Representative

Trinity Solar
05.2024 - Current
  • Generated warm leads through door-to-door engagement, effectively identifying potential clients and introducing them to solar energy solutions.
  • Closed sales by presenting compelling product benefits, conducting follow-up communications, and finalizing deals with a high conversion rate.
  • Demonstrated exceptional interpersonal skills to build rapport with clients, answer questions, and address concerns about solar energy systems.
  • Exceeded sales targets through persistent lead gathering and strategic selling techniques.
  • Developed strong negotiation skills, leading to increased customer conversions and satisfaction.

Sales Commission Associate

Armani Exchange
09.2023 - 02.2024
  • Exceeded monthly sales targets by 15% through strategic client engagement and product knowledge.
  • Tracked and maintained detailed client records to enhance personalized customer experiences.
  • Collaborated with sales teams to optimize peer coaching and drive company-wide revenue growth.

Education

Bachelor of Science - Finance

Rutgers University
Camden, NJ
06.2027

Skills

  • Client Acquisition
  • Design & Creative Thinking
  • Financial Planning
  • Investment Analysis
  • Problem-Solving
  • Sales Expertise
  • Web Design & Development
  • Seo Optimization
  • Market Research & Analysis
  • POS systems
  • Team collaboration
  • Attention to detail
  • Adaptability
  • Active-listener
  • Customer relationship building
  • Marketing

Timeline

Summer Intern

Capri Wealth Management
06.2024 - 09.2024

Commission Sales Representative

Trinity Solar
05.2024 - Current

Founder & CEO

Paw Couture
03.2024 - Current

Sales Commission Associate

Armani Exchange
09.2023 - 02.2024

Stylist & Sales Commission Associate

Bloomingdale's
03.2023 - 09.2023

Lead Sales Associate

H&M Hennes & Mauritz
08.2022 - 02.2023

Sales Associate

Nordstrom
09.2021 - 08.2022

Freelance Business & Digital Creator

01.2021 - Current

Barista Shift Lead

Bonji Bowls
08.2018 - 06.2020

Bachelor of Science - Finance

Rutgers University