Summary
Overview
Work History
Education
Skills
Certification
Projects
Community Service
Awards
Languages
Timeline
Generic

Jorden M. Afonso

Hudson,MA

Summary

Junior-year undergraduate student at Bryant University majoring in Finance, with minors in International Business, Spanish & French Studies. Maintaining a 3.5+ GPA across coursework. Reliable in equity evaluation and analysis, portfolio management, and multinational finance, complemented by nearly 5 years of customer service experience operating in a professional setting, utilizing fluency in English, Portuguese, & Spanish.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Member Service Representative

BJ's Wholesale Club
Hudson, MA
05.2021 - Current
  • Provided exceptional customer service by assisting members with general questions, club inquiries, and processing transactions, while resolving issues efficiently and effectively with translation to Portuguese or Spanish.

Education

Master's Degree - Finance, International Business, Spanish & French Studies

Bryant University
Smithfield, RI
05.2029

High School Degree -

Worcester Academy
Worcester, MA
05.2023

Skills

  • Digital Proficiency (Excel, Microsoft, PowerPoint, Word, Teams, Bloomberg)
  • Portfolio Management, Analysis & Diversification
  • Risk-Return Analysis
  • Equity (Stock) Evaluation & Analysis
  • Foreign Exchange (FX) Markets
  • Financial Statement Literacy

Certification

Bloomberg Market Concepts (BMC)

Projects

  • Bryant University Bus100 Business Plan | Smithfield, RI | Fall 2023 Thoroughly created and revised a hypothetical business plan to solve some of the UN sustainable development goals. Based in the south province of Paris, “Projet Avenir” or “Project Future” provides the young children living below the poverty line an opportunity to access education and exercise in the form of soccer.
  • Bryant University Idea Program | Smithfield, RI | Winter 2024 Extensively collaborated with a team of 5 peers for 3 days, to develop a prototype to solve the real world issue of Women’s lack of representation in sports. Using advanced design thinking I created an app prototype exclusively for female high school, collegiate and professional athletes to connect and reach out to brands for NIL opportunities.
  • Bryant StockTrak Investment Project | Smithfield, RI | Fall 2025 Managing a $1,000,000 simulation portfolio based on real market performances. Investing and trading in common stock, ETFs, and other mutual funds to see the greatest return on investment by the end of the semester. Finished semester with +5.5% return beating out the S&P 500 by 1.0% during the same time period.

Community Service

  • Bermuda Institute of Sciences (BIOS) | St. George's, Bermuda | Community Service Volunteer | 06/05/23 - 06/12/23

Conducted marine science research, collected data samples, and recorded data from various environmental research sites., Organized and maintained tools and equipment for future marine research., Participated in island-wide clean-up efforts, removing trash and waste.

  • Yankee Golden Retriever Rescue | Hudson, MA |Community Service Volunteer | 01/01/21 - 07/01/21

Volunteered to monitor, train, feed, walk and present shelter dogs to potential families., Assisted these dogs into becoming more prepared and appropriate for inquiring families.

Awards

  • 2022 Worcester Academy Head's List
  • 2023 Worcester Academy First Honors Roll
  • 2023 Worcester Academy Varsity Track MVP
  • 2023-2025 Arthur E. Coia Scholarship
  • 2023-2025 Bryant University Presidential Scholarship
  • 2023-2025 Bryant University Dean's List

Languages

English
Native/ Bilingual
Portuguese
Native/ Bilingual
Spanish
Full Professional
French
Professional
Italian
Elementary
Japanese
Elementary

Timeline

Member Service Representative

BJ's Wholesale Club
05.2021 - Current

Master's Degree - Finance, International Business, Spanish & French Studies

Bryant University

High School Degree -

Worcester Academy
Jorden M. Afonso