Summary
Overview
Work History
Education
Skills
Finance Projects
Timeline
Generic

Marlon Santiago

New York

Summary

Finance and Marketing student at Baruch College with leadership experience across high-volume retail, operations, and customer-facing environments. Skilled in Microsoft Excel, team management, operational efficiency, and financial analysis with hands-on experience conducting equity research and Excel-based finance projects.

Overview

4
4
years of professional experience

Work History

Security Officer

Allied Universal
01.2026 - Current
  • Conducted routine patrols and monitored surveillance systems to enhance security within luxury retail environment
  • Responded to incidents professionally to ensure safety and uphold customer-focused atmosphere
  • Coordinated with team members to reinforce operational efficiency and adherence to safety procedures

Trainer / Merchandiser

Starbucks Reserve
08.2023 - Current
  • Trained and mentored employees on workflow management, operational procedures, and customer service standards to enhance team capabilities
  • Supported merchandising strategy and coordinated inventory for daily operations in a high-volume retail environment to ensure optimal product availability
  • Collaborated with management to identify and implement changes that improved operational efficiency and increased customer satisfaction
  • Develop leadership and communication skills while supervising team members during peak business hours

Crew Trainer

CAVA
03.2023 - 12.2023
  • Trained and supported employees to enhance team performance in fast-paced operational environments
  • Maintained organization and customer service standards, ensuring smooth operations during peak business hours
  • Monitored inventory levels to ensure optimal stock availability for customer needs

Shift Manager

Dunkin'
06.2022 - 06.2023
  • Coordinated workflow and optimized team performance during high-volume shifts, enhancing service delivery
  • Managed daily operations, supervising staff, overseeing inventory purchasing, and handling cash to ensure smooth operations
  • Led team through challenges, employing problem-solving skills to maintain operational efficiency

Education

Bachelor of Business Administration - Finance & Marketing

Baruch College

Associate Degree - Business Administration

Stella and Charles Guttman Community College

Skills

  • Security protocols
  • Customer communication
  • Team leadership
  • Inventory management
  • Payroll processing
  • Excel analytics
  • Data reporting
  • Financial analysis
  • Presentation software
  • Bilingual: English & Spanish

Finance Projects

  • Tesla Equity Research Project, Conducted financial statement analysis to evaluate revenue growth, profitability, and business performance, Researched EV industry trends, market competition, and company strategy to assess long-term growth potential, Reviewed valuation metrics and historical stock performance to develop an investment perspective
  • Apple Financial Analysis & Excel Modeling Project, Built Excel-based financial models utilizing PivotTables, VLOOKUP, formulas, and data visualization tools, Analyzed historical stock performance, revenue trends, and key financial metrics to identify business insights, Organized and interpreted financial data to strengthen analytical and reporting skills

Timeline

Security Officer

Allied Universal
01.2026 - Current

Trainer / Merchandiser

Starbucks Reserve
08.2023 - Current

Crew Trainer

CAVA
03.2023 - 12.2023

Shift Manager

Dunkin'
06.2022 - 06.2023

Bachelor of Business Administration - Finance & Marketing

Baruch College

Associate Degree - Business Administration

Stella and Charles Guttman Community College
Marlon Santiago