Joseph Lucia
Yorktown Heights
Summary
Dynamic Finance and Sports Business Professional with experience in customer service, specializing in client relationship management and financial analysis. Demonstrated success in enhancing operational efficiency and achieving strategic goals through effective communication and teamwork. Proficient in Microsoft Office Suite, with a strong interest in applying analytical and business skills to the finance or sports industry through a summer internship opportunity.
Overview
4
4
years of professional experience
Work History
Cashier/Beer and Wine Supervisor
Harry's Wine & Liquor Shop
Fairfield
09.2025 - Current
- Processed customer transactions efficiently and accurately.
- Greeted customers and answered any questions they had about the store's products and services.
- Organized delivery schedules to ensure timely transportation of goods.
- Stocked shelves efficiently with products to maintain organization and visibility.
Finance Intern
Joseph P. Lucia & Associates, LLC
Yorktown Heights
05.2025 - 08.2025
- Created client agendas and analyzed investment portfolios to facilitate informed financial decisions.
- Participated in client meetings, gaining insights into personalized financial advisory techniques.
- Assessed investment portfolios to support clients in making strategic financial choices.
Afterschool Program Worker
Pied Piper Preschool
Yorktown Heights
09.2021 - 06.2023
- Communicated effectively with students and parents to resolve conflicts creatively and compassionately.
- Designed and implemented engaging activities tailored to student interests.
- Facilitated classroom-like environments while supervising students aged three to twelve.
Education
Bachelor of Science - Finance and Sports Business
Fairfield University
Fairfield, CT05.2027
Skills
- Microsoft Office Suite
- Data visualization
- Team collaboration
- Work prioritization
- Investment assessment
- Client relationship management
- Financial analysis
- Deadline adherence
Leadership Experience
- Shrub Oak Athletic Club, Shrub Oak, NY, Rec League Head Coach, Nov 2022-March 2023, Conducted practices and gameplans to middle school age athletes, Communicated effectively with athletes and parents through email, messages, and phone calls, Encouraged an inclusive and supportive environment for the athletes
- Lakeland High School, Alzheimer's Club, Shrub Oak, NY, Member, Winter 2022, Supported local alzheimer associations through fundraising, Educated classmates on the topic of alzheimer's disease and its effects, Participated in the organized event 'Walk to End Alzheimer's' to help raise money
Timeline
Cashier/Beer and Wine Supervisor
Harry's Wine & Liquor Shop
09.2025 - Current
Finance Intern
Joseph P. Lucia & Associates, LLC
05.2025 - 08.2025
Afterschool Program Worker
Pied Piper Preschool
09.2021 - 06.2023
Bachelor of Science - Finance and Sports Business
Fairfield University