MADISON HUGHES
Tampa,Florida
Summary
Dependable and detail-oriented young professional adept at quickly identifying and resolving issues, implementing new processes. Possesses excellent organizational, problem-solving, and communication skills. Results-driven candidate with successful track record of providing support in fast-paced environments. Adept at handling multiple projects and prioritizing tasks.
Overview
6
6
years of professional experience
Work History
Client Operations Associate
Fisher Investments
06.2022 - Current
- Operationally assists over 300 clients with high-net-worth investment portfolios ranging up to $15 million
- Implemented data-driven strategies to optimize operational workflows and improve overall performance metrics.
- Improved client satisfaction by proactively addressing operational issues and implementing effective solutions.
- Streamlined processes for increased efficiency in managing client accounts and resolving concerns.
Investment Administrative Intern
VanEck
01.2021 - 09.2021
- Responsible for servicing and managing ETF's and Mutual Funds
- Contributed to positive team environment and enhanced productivity by collaborating with fellow interns on group projects and presentations
Sales Associate
Nili Lotan
01.2018 - 01.2021
- Exceeded monthly sales goal of $70,000 in merchandise 95% of time
- Increased sales revenue by building strong rapport with customers and recommending appropriate products based on their needs.
Education
Bachelor of Science - Economics and International Business
The University of Tampa
Tampa, FL05.2022
Skills
- Wealth Management
- Portfolio Management
- Client Relations
- Financial Statement Analysis
- Statistical Analysis
- Flexible and Adaptable
- Attention to Detail
- Decision-Making
- Analytical and Critical Thinking
- Team Collaboration
References
References available upon request.
Timeline
Client Operations Associate
Fisher Investments
06.2022 - Current
Investment Administrative Intern
VanEck
01.2021 - 09.2021
Sales Associate
Nili Lotan
01.2018 - 01.2021
Bachelor of Science - Economics and International Business
The University of Tampa
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