Detail-oriented Finance major with hands-on experience in client service and transaction processing. Strong interest in wealth management and financial planning, offering effective support to advisors. Seeking an entry-level role or internship in financial services to contribute skills and enhance professional development.
Overview
5
5
years of professional experience
Work History
Client Relations & Operations Associate
Signature Staging
Hooksett, New Hampshire
05.2024 - 01.2026
Collaborated with team to align client expectations with project goals and budgets.
Assisted in preparing pricing estimates, service proposals, and cost breakdowns for clients.
Built relationships with customers by providing friendly customer service.
Organized backroom areas to maintain a clean and organized work environment.
Sales Associate
Best Buy
Nashua, USA
09.2022 - 03.2023
Guided clients through the full purchase process, including product comparison, financing options, and transaction completion
Delivered consultative, client-focused service by assessing customer needs, budgets, and priorities to recommend appropriate technology solutions
Explained pricing, payment plans, and promotional financing in a clear and compliant manner
Processed sales transactions accurately while handling cash, credit, and financing applications
Sales Associate
Ralph Lauren
Merrimack, USA
03.2021 - 03.2022
Provided high-touch client service in a premium retail environment, supporting customers through purchase decisions and post-sale assistance
Built long-term client trust by understanding individual needs and delivering consistent, detail-oriented service
Managed point-of-sale transactions, remote orders, and customer inquiries with accuracy and discretion
Education
Bachelor of Finance - Hamden, CT
Quinnipiac University, School of Business
Hamden, CT
05.2027
Skills
Client Relationship Management (CRM)
Consultative Selling
Attention to Detail
Time Management
Financial Transaction Processing
Basic Financial Analysis
Communication & Interpersonal Skills
Client Education
Relationship Building
Microsoft Excel
Quinnipiac Activities Leadership
Forward | March 2024 – Present
Contributed as a forward by using strength and quickness to secure rebounds and defend effectively
Demonstrated strong court awareness and positioning to create scoring opportunities and support teammates
Communicated effectively on the court while maintaining a team-first mindset
Supported overall team performance through discipline, accountability, and awareness of assigned responsibilities
Brother | September 2023 – Present
Active member of Pi Kappa Phi, demonstrating leadership, teamwork, and commitment to service
Participated in philanthropic initiatives, including The Ability Experience, supporting individuals with disabilities
Contributed to chapter events and initiatives while fostering professionalism, brotherhood, and community engagement