Lalith Tumula
Apex,NC
Overview
3
3
years of professional experience
Work History
Financial Representative Intern
The Broker Group
2026.05 - 2026.08
- Conducted market and product research to prepare tailored financial proposals and presentation materials for clients.
- Analyzed financial profiles and organized client data using Microsoft Excel, enabling senior representatives to develop targeted strategies.
- Assisted with client onboarding, gathering required documentation, and maintaining updated CRM records for seamless operations.
- Managed daily administrative tasks and client follow-ups, ensuring compliance and enhancing team operational efficiency.
Financial Services & Customer Support
Walmart
Apex, NC
2026.05 - 2026.08
- Processed financial transactions, including money transfers, check cashing, and bill payments, while following regulatory and compliance standards.
- Delivered customer service in a fast-paced financial-services environment by resolving inquiries and assisting customers with transactions.
- Handled cash accurately and maintained attention to detail while processing sensitive financial transactions.
E-Commerce Manager
Young N Driven Records
Raleigh, NC
2026.07 - Current
- Designed and developed an e-commerce website for Young N Driven Records Streetwear to establish an online storefront using Shopify and strengthen the brand’s digital presence.
- Managed inventory, stock organization, and shipping operations to support efficient order fulfillment and daily e-commerce operations.
- Updated product listings and website content while supporting online sales, organization, and customer purchasing experience.
Co-Founder & Ambassador
Unfinished Apology
2023.05 - 2025.08
- Co-founded a streetwear brand focused on community engagement, social messaging, and consumer-oriented products.
- Led brand promotion and product marketing through social media campaigns and sales initiatives.
- Led social media marketing and product promotion, reaching over 200k users across digital platforms.
Education
B.S. Finance, Finance Concentration | Minor in AI in Marketing - Belk College of Business
UNC Charlotte
Charlotte, NC2028-05
Skills
- Microsoft Excel
- AI & Digital Tools
- Social Media Marketing
- Content Creation
- Market Research
- Financial Research
- CRM
- Project Management
Timeline
E-Commerce Manager
Young N Driven Records
2026.07 - Current
Financial Representative Intern
The Broker Group
2026.05 - 2026.08
Financial Services & Customer Support
Walmart
2026.05 - 2026.08
Co-Founder & Ambassador
Unfinished Apology
2023.05 - 2025.08
B.S. Finance, Finance Concentration | Minor in AI in Marketing - Belk College of Business
UNC Charlotte