Summary
Overview
Work History
Education
Skills
Timeline
Generic

Naomi Potra

Kent

Summary

Finance major with a track record of academic excellence, improving GPA from 2.7 to 3.8 within one year, achieving an overall GPA of 3.25. Offers a strong foundation in corporate finance, accounting, and business statistics, supported by experience in data entry, customer service, and personal portfolio management. Eager to apply analytical skills and client-focused strategies in wealth management and financial analysis roles. Committed to delivering results and building strong client relationships through strategic financial insights.

Overview

2
2
years of professional experience

Work History

Barista

Mercurys Coffee Co.
08.2023 - 05.2024
  • Delivered high-volume customer service in a fast-paced environment, processing 200+ transactions daily.
  • Trained new employees on POS systems and workflow, emphasizing speed and accuracy.

Data Entry

AFH Management
06.2022 - 09.2022
  • Entered and verified 5,000+ client records with 98% accuracy, strengthening data integrity for business reporting.
  • Improved efficiency by organizing digital files, reducing retrieval time by 30%.

Education

Finance Major

University of Washington Bothell
08-2027

Skills

  • Excel-based financial analysis
  • Effective time management
  • Approachable demeanor
  • Detail-oriented approach
  • Effective team contributor
  • Effective problem resolution
  • Strategic team guidance
  • Effective team engagement
  • Effective communication
  • Advanced Romanian language skills
  • Advanced English communication

Timeline

Barista

Mercurys Coffee Co.
08.2023 - 05.2024

Data Entry

AFH Management
06.2022 - 09.2022

Finance Major

University of Washington Bothell

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