Summary
Overview
Work History
Education
Skills
Certification
additional credetials
Timeline
Generic

Pedro Perez

Perth Amboy

Summary

Motivated and detail-oriented Finance major with hands-on experience in customer service, cash handling, and financial transactions. Proven ability to operate in fast-paced environments with accuracy and professionalism. Strong interpersonal skills, a commitment to confidentiality, and a drive to deliver exceptional client experiences. Eager to contribute to a reputable financial institution while continuing academic advancement in finance.

Overview

2
2
years of professional experience
1
1
Certification

Work History

Agent

New York Life Insurance Company
05.2025 - 08.2025
  • Conducted client consultations on financial protection and savings strategies.
  • Developed ability to explain financial concepts clearly to clients.
  • Strengthened professional communication and relationship-building skills.
  • - Maintained strict confidentiality with sensitive client financial information

Bartender / Server

Olive Garden
11.2024 - 06.2025
  • Handled $1,000+ in daily cash and credit card transactions while delivering efficient, friendly service.
  • Upsold menu items and maintained client satisfaction in a fast-paced environment.
  • Ensured accuracy in payment processing and register reconciliation.

Tax Collection Clerk

Borough of Carteret
08.2023 - 03.2024
  • Managed large volumes of cash and check transactions with consistent accuracy
  • Balanced cash drawers and maintained detailed financial records.
  • Provided courteous service to residents while ensuring confidentiality of sensitive information.

Education

Bachelor of Business - Finance

The College of New Jersey
Pennington, NJ
04-2027

Finance

Middlesex County College
Edison, NJ
05-2027

High School Diploma - undefined

Perth Amboy High School
Perth Amboy, NJ
01.2022

Skills

  • - Financial Transactions & Cash Handling
  • - Customer Service & Relationship Management
  • - Spanish speaking
  • - Data Entry & Record Keeping
  • - Accuracy & Attention to Detail
  • - Confidentiality & Professionalism
  • - Communication & Problem-Solving
  • - Positive attitude

Certification

  • - Valid New Jersey Driver's License
  • - Life & Health Insurance Producer License – Pending Approval
  • - New Jersey State Seal of Biliteracy – Spanish (2022)

additional credetials

  • NJ Seal of Biliteracy (Spanish) – 2022
  • Pre-licensing Certification: Life, Accident & Health Insurance

Timeline

Agent

New York Life Insurance Company
05.2025 - 08.2025

Bartender / Server

Olive Garden
11.2024 - 06.2025

Tax Collection Clerk

Borough of Carteret
08.2023 - 03.2024

High School Diploma - undefined

Perth Amboy High School

Bachelor of Business - Finance

The College of New Jersey

Finance

Middlesex County College

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