NURBU LAMA SHERPA
New York,NY
Summary
Finance graduate with over seven years of client service experience transitioning into financial services. Proven ability to deliver exceptional customer support and foster strong client relationships in dynamic environments. Holds a Bachelor of Business Administration in Finance, with a strong interest in financial planning and helping clients achieve financial goals.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Server
OTG Management
New York, NY
07.2017 - 01.2025
- Established robust client relationships in high-volume, fast-paced settings.
- Upsold premium products and services to drive revenue growth.
- Trained new team members while collaborating with leadership to enhance service standards.
- Developed multitasking and problem-solving skills through high-pressure situations.
Beverage Server
Private Wedding Event
New York, NYC
12.2024 - 12.2024
- Delivered beverage service at large private event, ensuring guest satisfaction and prompt service.
- Assisted with event setup, execution, and breakdown to demonstrate flexibility and teamwork.
Server
The MasalaWala
New York, NY
12.2016 - 06.2017
- Delivered outstanding customer service, managing multiple tables and ensuring guest satisfaction.
- Communicated effectively with customers and team members to maintain smooth operations.
Education
Bachelor of Business Administration (BBA) - Finance
Baruch College (CUNY)
06-2024
Associate of Science (AS) - Business Administration and Management
LaGuardia Community College (CUNY)
03.2021
Skills
- Client relationship management
- Financial planning
- Communication and negotiation
- Sales techniques
- Time management
- Entrepreneurial mindset
- Microsoft Office Suite
Certification
- Certified Bartender, American Bartenders School, 2025
- Food Protection Certificate, NYC Department of Health & Mental Hygiene, 2017
Additional Information - Personal Interests
- Finance & Trading Psychology
- Continuous Learning
- Fitness
- Personal Development
Timeline
Beverage Server
Private Wedding Event
12.2024 - 12.2024
Server
OTG Management
07.2017 - 01.2025
Server
The MasalaWala
12.2016 - 06.2017
Associate of Science (AS) - Business Administration and Management
LaGuardia Community College (CUNY)
Bachelor of Business Administration (BBA) - Finance
Baruch College (CUNY)
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