Rama Elasmar
Belmont,NC
Summary
Reliable business professional with experience in project management, process improvement and financial analysis. Proven track record of successfully streamlining business operations and reducing costs. Adept at analyzing data to identify trends and developing strategies to improve efficiency.
Overview
2
2
years of professional experience
Work History
Financial Consultant
TIAA
Charlotte, NC
06.2023 - Current
- Maintained well-organized documentation for easy access and reference during projects'' life cycles.
- Tracked project performance to analyze successful completion of short- and long-term goals.
- Assisted in the development of project proposals, including scope definition, objectives, deliverables, and resource allocation.
- Built strong relationships with clients through consistent communication and exceptional customer service.
- Provided ongoing support for clients experiencing financial challenges, offering guidance on debt management and budgeting techniques.
- Educated clients on various investment options, empowering them to make informed decisions about their finances.
Client Relation Intern
TIAA
Charlotte, NC
06.2022 - 08.2022
- Collaborated with cross-functional teams to identify opportunities for process improvement and increased efficiency.
- Validated results and performed quality assurance to assess accuracy of data.
- Queried databases for information needed for report processing.
- Performed system analysis, documentation, testing, implementation, and user support for platform transitions.
Education
Bachelor of Science - Finance
University of North Carolina At Charlotte
Charlotte, NC05.2023
Skills
Series 7 Licensed
Series 66 Licensed
North Carolina Life Insurance Licensed
Microsoft Excel
JIRA
Confluence
Communication
Data Collection
Timeline
Financial Consultant
TIAA
06.2023 - Current
Client Relation Intern
TIAA
06.2022 - 08.2022
Bachelor of Science - Finance
University of North Carolina At Charlotte