Reagan Mangos
Williamson,NY
Summary
Ambitious and detail-oriented professional completing a Bachelor’s degree in December 2025, and an MBA within one year. Experienced in supporting financial advisors at Weller Financial Group with client meeting documentation, summary letters, and portfolio servicing. Known for putting 100% into every task, with strong attention to detail, excellent communication, and organizational skills. Dedicated to delivering high-quality results and adding value in finance, business, or client-facing roles.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Bookstore Associate
St. Bonaventure Bookstore
08.2025 - Current
- Assisted students and faculty with textbook purchases, rentals, and returns ensuring accuracy and efficiency.
- Provided customer service by answering questions, locating course materials, and resolving issues in a timely manner.
- Operated the POS system to process sales and supported daily operations, including stocking, organizing, and maintaining a clean environment.
Planning Assistant
Weller Group Financial Advising
06.2023 - Current
- Assisted financial advisors in preparing client presentations and reports.
- Attend client meetings alongside financial advisors to observe discussions on investment strategy, retirement planning, and estate considerations.
- Prepare detailed post-meeting summary letters to reinforce key takeaways, next steps, and action items, ensuring clear communication with clients.
Waitress
Angees Restaurant
10.2024 - 11.2024
- Provided exceptional customer service in a fast-paced dining environment.
- Managed table assignments and ensured timely service for all guests.
- Collaborated with kitchen staff to coordinate food preparation and delivery.
- Processed customer orders accurately using point-of-sale system.
Skills Trainer
Ruff Day Resort
03.2020 - 09.2021
- Supervised groups of dogs in a safe and controlled environment, ensuring proper play, exercise, and behavior management.
- Provided care and attention to dogs’ individual needs, including feeding, administering medications, and monitoring health or behavior changes.
- Maintained clean and organized facilities to promote a healthy environment for pets and staff.
- Communicated with pet owners to deliver updates on their dogs' well-being, and reinforce trust in the facility.
- Trained and mentored new staff members on service standards, workflow, and customer interaction.
Shift Leader
Pultneyville Deli
03.2019 - 03.2020
- Oversaw daily shift operations, ensuring smooth workflow, quality service, and team efficiency.
- Supervised and trained new employees on food preparation, customer service, and safety procedures.
- Managed cash handling, register balancing, and closing duties with accuracy and accountability.
- Delivered friendly, timely customer service while addressing and resolving customer concerns.
Education
MBA - Finance
St. Bonaventure University
Saint Bonaventure, NY01-2026
BBA - Finance
St. Bonaventure University
St. Bonaventure, NY12.2025
Graduate -
Williamson Senior High School
Williamson, NY06.2022
Skills
- Customer service
- Team collaboration
- Attention to detail
- Cash handling proficiency
- Investment strategy
- Portfolio management
- Estate planning proficiency
Accomplishments
- Division I Softball Player for 3 years – demonstrated teamwork, discipline, and time management at the collegiate level.
- Repeated Dean’s List Honoree – recognized for outstanding academic performance throughout undergraduate studies.
- Member, Phi Eta Sigma – collegiate honor society recognizing high academic achievement.
- National Honor Society Member (High School) – acknowledged for academic excellence and leadership.
- Graduating early with a Bachelor’s degree in December 2025 while concurrently pursuing an MBA to be completed in one year demonstrates ambition and strong time management.
Certification
- Series 65 License – Currently studying and in progress toward exam completion.
References
References available upon request.
Timeline
Bookstore Associate
St. Bonaventure Bookstore
08.2025 - Current
Waitress
Angees Restaurant
10.2024 - 11.2024
Planning Assistant
Weller Group Financial Advising
06.2023 - Current
Skills Trainer
Ruff Day Resort
03.2020 - 09.2021
Shift Leader
Pultneyville Deli
03.2019 - 03.2020
MBA - Finance
St. Bonaventure University
BBA - Finance
St. Bonaventure University
Graduate -
Williamson Senior High School
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