Dedicated business analyst with a strong background in investment portfolio analysis and customer service. Expertise in database management and forecasting, enhancing portfolio performance and client satisfaction.
Overview
15
15
years of professional experience
Work History
Business Analyst
FirstEnergy
Fairmont, WV
01.2019 - Current
Analyzed investment portfolios to identify performance trends and mitigate risks.
Collaborated with team members to develop strategic asset allocation recommendations that align with client objectives.
Utilized financial modeling tools to project future portfolio performance scenarios.
Maintained accurate transaction records to enhance transparency in portfolio management activities.
Customer Service Representative
FirstEnergy
Fairmont, WV
07.2014 - 01.2019
Resolved customer complaints using effective communication and problem-solving skills.
Assisted customers with inquiries about energy services and billing issues, ensuring accurate information and timely resolutions.
Educated customers on safety protocols for electrical usage and outages.
Documented customer interactions in FirstEnergy's CRM system to enhance tracking and improve service delivery.
Provided accurate information on service plans and energy-saving programs.
Managed high-volume call traffic while maintaining professionalism and providing effective solutions to customer needs.
Trained new employees on customer service procedures and company policies.
Admissions Counselor
OIC Training Academy
Fairmont, WV
11.2012 - 01.2014
Advised prospective students on program options and admissions requirements.
Conducted informational sessions to educate applicants about training opportunities.
Maintained accurate records of applicant interactions and admissions data.
Laboratory Secretary
Fairmont General Hospital
Fairmont, WV
04.2011 - 01.2014
Coordinated appointment schedules for laboratory tests and patient consultations.
Maintained accurate patient records and laboratory documentation systems.
Managed incoming calls and directed inquiries to appropriate laboratory personnel.
Education
Bachelor of Science - Health Sciences
Fairmont State University
Fairmont, WV
05-2010
Laboratory Assistant And Phlebotomist - Medical Laboratory Science
Pierpont Community And Technical College
Fairmont, WV
05-2010
Skills
Portfolio analysis and trend analysis
Data analytics and business intelligence
Forecasting and planning
Database management
Attention to detail
Effective communication
Timeline
Business Analyst
FirstEnergy
01.2019 - Current
Customer Service Representative
FirstEnergy
07.2014 - 01.2019
Admissions Counselor
OIC Training Academy
11.2012 - 01.2014
Laboratory Secretary
Fairmont General Hospital
04.2011 - 01.2014
Bachelor of Science - Health Sciences
Fairmont State University
Laboratory Assistant And Phlebotomist - Medical Laboratory Science