Summary
Overview
Work History
Education
Skills
Certification
Accomplishments
Affiliations
References
Work Availability
Quote
Software
Languages
Interests
Timeline
Generic

Joanna Melvin

Financial Services
Hudson,NH

Summary

Dedicated and adaptable professional with a proactive attitude and the ability to learn quickly. Strong work ethic and effective communication skills. Eager to contribute to a dynamic team and support organizational goals.

Overview

13
13
years of professional experience

Work History

Financial Services Representative II - Multi Product

Fidelity Investments
Merrimack, NH
10.2020 - 03.2024
  • Fostered relationships with new and existing customers through excellent customer service skills.
  • Received and processed deposits, withdrawals and loan payments, keeping financial records up-to-date.
  • Provided accurate information regarding fees, commissions, regulations related to financial services.
  • Educated clients on Fidelity's products and services and helped them understand their investment choices.
  • Worked collaboratively with other departments to provide comprehensive solutions for clients.
  • Assisted clients in understanding complex financial concepts and instruments.
  • Executed trades and transactions with attention to market timing and client directives.
  • Established strong and positive working relationships within organization to contribute to team success.

Assistant General Manager

Aidan James Salon & Spa
Nashua, NH
04.2019 - 06.2020
  • Managed daily operations of the store, including scheduling and supervising staff.
  • Created promotional campaigns to increase store traffic and generate revenue.
  • Developed marketing plans to promote products or services offered by the company.
  • Maintained accurate records of employee attendance, payroll information, sales figures.
  • Oversaw efforts to update computer systems with pricing and specials for optimal recordkeeping.
  • Initiated cost-saving measures to optimize operational expenses and increase profitability.
  • Conducted regular staff meetings to communicate goals, updates, and receive feedback.
  • Analyzed financial data and prepared reports for senior management.

Stay at home Mother

Gap in employment
09.2015 - 04.2019

I spent these years raising my sweet daughter, Cora.

Wine Buyer & Consultant

Brx American Bistro
Great Falls, VA
06.2011 - 08.2015
  • Developed an award-winning wine list.
  • Maintained an up-to-date knowledge base regarding current vintages, appellations, styles, producers, grape varieties.
  • Researched consumer tastes, preferences, trends, pricing strategies, and competitor offerings. In order to identify potential opportunities for growth within the organization's portfolio of wines.
  • Explained product features and benefits to company staff members and customers.
  • Analyzed sales data and market trends to forecast purchasing needs and optimize inventory.
  • Synchronized supply chain inventory with customer demand to mitigate excess and obsolete inventory.
  • Developed product purchasing and sales strategies according to company budgets.
  • Prepared detailed reports outlining total costs associated with each purchase transaction along with projected profit margins.
  • Ensured compliance with applicable laws governing alcohol consumption and purchasing regulations.

Education

Some College (No Degree) - Business Administration & Management

Northern Virginia Community College
Springfield, VA

Skills

  • Customer Education
  • Service-driven sales
  • Creative Thinking
  • Problem-solving skills
  • Communications strategies
  • Teamwork and Collaboration
  • Technology integrations
  • Organization and Time Management

Certification

  • ACT National Career Readiness Certificate - GOLD - The ACT NCRC is widely used by employers, educators, workforce developers, and others with a stake in the success of the economy. GOLD indicates the skills required for at least 93% of profiled jobs
  • Currently studying for SIE exam, as well as the Life, Health, and Property lines exams.

Accomplishments

  • Wine Spectator Award of Excellence 2014 - Globally recognized award for developing an outstanding restaurant wine list.

Affiliations

Active member of the New England Botanical Society

References

References available upon request.

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote

Don’t judge each day by the harvest you reap, but by the seeds you plant.
Robert Louis Stevenson

Software

Microsoft Outlook

Microsoft Office Suite

Adobe Creative Cloud

Oracle CRM

Quickbooks

Excel

Salesforce

Genesys

Workday

Languages

English
Native language

Interests

Gardening

Antiquing

Walt Disney World

Disney Cruises

Cooking

Travel

Boston Celtics

Timeline

Financial Services Representative II - Multi Product

Fidelity Investments
10.2020 - 03.2024

Assistant General Manager

Aidan James Salon & Spa
04.2019 - 06.2020

Stay at home Mother

Gap in employment
09.2015 - 04.2019

Wine Buyer & Consultant

Brx American Bistro
06.2011 - 08.2015

Some College (No Degree) - Business Administration & Management

Northern Virginia Community College
Joanna MelvinFinancial Services