Samuel Simon
Las Vegas,NV
Summary
Adept in business analytics and client relations, I leveraged investment research skills at UBS Wealth Management to enhance financial strategies, achieving notable efficiency improvements. My proficiency in time management and attention to detail drove performance, ensuring accuracy and confidentiality in high-volume environments. My approach consistently enhances client satisfaction and operational outcomes.
Overview
3
3
years of professional experience
Work History
Office Assistant
C-Los
Las Vegas, NV
06.2022 - Current
- Collected and entered payment data into system, maintaining complete confidentiality and accuracy.
- Managed inventory of office supplies and placed orders when needed.
- Performed data entry tasks into various computer systems accurately and efficiently.
Sales Associate
Travis Mathew
Las Vegas, NV
07.2022 - 01.2025
- Helped customers find specific products, answered questions, and offered product advice.
- Conducted product demonstrations to highlight features and benefits.
- Provided accurate information about products, prices and services.
- Adapted sales strategies based on customer interactions and feedback to improve results.
Summer Intern
UBS Wealth Management
Las Vegas, NV
06.2023 - 08.2023
- Created plans to propose solutions to problems related to efficiency, costs or profits.
- Collaborated closely with team members to achieve project objectives and meet deadlines.
- Maintained updated knowledge through continuing education and advanced training.
- Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
Summer Intern
UBS Wealth Management
Las Vegas, NV
06.2022 - 08.2022
- Utilized document management system to organize company files, keeping up-to-date and easily accessible data.
- Monitored operations and reviewed records and metrics to understand company performance.
- Analyzed key performance indicators to identify effective strategies.
Education
Bachelor of Science - Finance
University of Nevada, Las Vegas
Las Vegas, NV05-2025
Skills
- Time management
- Performance improvement
- Verbal communication
- Investment research
- Business analytics
- Client relations
- Work prioritization
- Financial management
- Attention to detail
Websites
Affiliations
- UNLV Baseball
- UNLV Baseball Captain 2024-2025
Timeline
Summer Intern
UBS Wealth Management
06.2023 - 08.2023
Sales Associate
Travis Mathew
07.2022 - 01.2025
Office Assistant
C-Los
06.2022 - Current
Summer Intern
UBS Wealth Management
06.2022 - 08.2022
Bachelor of Science - Finance
University of Nevada, Las Vegas
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