Olivia Shareef
Chicago,IL
Summary
Detail-oriented recent graduate skilled in planning and financial operations, with a proven track record of enhancing performance through strategic academic and operational support. Recognized for exceptional relationship-building abilities and a talent for implementing innovative solutions within fast-paced business environments. Highly versatile, demonstrating proficiency across multiple areas and a strong aptitude for management and documentation. Committed to advancing personal expertise while driving company performance.
Overview
3
3
years of professional experience
Work History
Account Manager
Wize Insurance
Indianapolis
03.2023 - 07.2024
- Identify and develop insurance opportunities, boosting client acquisition and retention
- Maintain detailed client records, ensuring timely follow-ups and enhanced satisfaction
- Build strong client relationships through consistent communication and support
- Respond to inquiries, gather information, and improve client satisfaction
- Exceed performance targets through strategic planning and data-driven decisions
Intern
UBS
Nashville, TN
05.2023 - 08.2023
- Helped maintain applicant tracking systems and recruiting metrics.
- Evaluated needs of departments and delegated tasks to optimize overall production.
- Streamlined import/export workflows, enhancing project efficiency.
- Created detailed Excel sheets to deliver crucial data to contractors.
- Fostered collaborative relationships with project managers to meet team goals.
- Maintained positive working relationship with fellow staff and management.
Intern
Geode Capital Management
05.2022 - 08.2022
- Enhanced trade operations and supported ETF initiatives while streamlining daily reports for management.
- Delivering hands-on customer experiences and operational efficiencies, providing foundational assistance to the trade team.
- Streamlining banking exchanges via Excel proficiency.
- Spearheaded ETF operations support initiatives, and streamlined daily report generation for management.
- Optimized trade operations and managed ETF correspondence.
Project Management Intern
McHugh Construction
06.2021 - 08.2021
- Streamlined import/export workflows, enhancing project efficiency
- Developed comprehensive Excel spreadsheets, providing contractors with essential data
- Fostered collaborative relationships with project managers to meet team goals
Education
MBA -
Strayer University
12-2025
Bachelor of Science - Financial Economics
Fisk University
Nashville, Tennessee05.2024
Skills
- Project Management
- Effective Team Cooperation
- Organized
- Analytical thinking
- Strategic Planning
- Communication
- Detail-oriented
- Leadership
- Experienced with Microsoft Office
- Innovative Problem-Solving
- Interpersonal communication
- Detail-oriented
Achievements
- Alpha Kappa Alpha Sorority Member
- Licensed Property and Casualty Insurance Agent
- Delta Mu Delta Business Honor Society
References
References available upon request.
Timeline
Intern
UBS
05.2023 - 08.2023
Account Manager
Wize Insurance
03.2023 - 07.2024
Intern
Geode Capital Management
05.2022 - 08.2022
Project Management Intern
McHugh Construction
06.2021 - 08.2021
MBA -
Strayer University
Bachelor of Science - Financial Economics
Fisk University
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