Summary
Overview
Work History
Education
Skills
Certification
Interests
Timeline
Generic

Sarah Woodruff

Bethlehem,PA

Summary

Currently, as a Financial Planning Analyst with over a year of financial experience, I excel in financial analysis, budgeting, and forecasting. My strong communication skills allow me to convey complex financial information effectively in social and professional environments. I am adaptable, thrive in team settings, and am committed to precision.


Overview

9
9
years of professional experience
1
1
Certification

Work History

Operations Manager/Equity Research Analyst

McDermottt Investment Advisors
09.2024 - Current
  • Directed communications company wide between investors, investment representatives and product companies.
  • Oversaw day-to-day operations, delegating tasks appropriately to ensure smooth workflow and timely completion of projects.
  • Boosted customer satisfaction, addressing client concerns in a timely and professional manner.
  • Familiar with Hilltop Securities clearing system as well as Envestnet
  • Performed stock research for different client portfolios

Financial Planning Analyst

Hantz Financial Services
12.2022 - 04.2024
  • Analysis of current economic trends and identification of potential opportunities in the market.
  • Participated in and independently facilitated regular meetings with clients to review progress towards achieving their financial goals.
  • Monitored client accounts to ensure that they are meeting targets, and then making necessary adjustments as needed.
  • Researched and analyzed various types of investments such as stocks, bonds, mutual funds, annuities, and other non traditional investment vehicles.
  • Communicated regularly with clients about problems, concerns, or general questions and provided timely solutions.
  • Collaborated with other professionals such as attorneys or accountants when developing holistic financial plans for clients.
  • Educated clients on different strategies to optimize their financial plan. An informed client is the best type of client to work with.

Event Bartender

Toledo Zoo & Aquarium
07.2022 - 12.2022
  • Performed opening and closing duties including restocking supplies, maintaining a clean working environment, and coordinating duties with on shift staff.
  • Greeted customers and provided excellent customer service. Enhanced customer experience through knowledge of mixed drinks and personable conversation.
  • Operated cash register and Point of Sale system (Clover) for transactions and made proper change for cash transactions.
  • During natural breaks in work, I often helped other sectors of event staff to ensure efficiency and team mentality.
  • Facilitated training of incoming new staff through example and communication of expectations.

American Red Cross Instructor/Lifeguard/Student Specialist

University of Toledo Student Recreation Center
11.2021 - 12.2022
  • Conducted lectures, demonstrations, and group activities in order to enhance learning experience.
  • Collaborated with other instructors on curriculum development and interdisciplinary initiatives. As a Student Specialist, I attended meetings, trainings, and activities to enhance personal skills and credentials.
  • Created the weekly work schedule for employees and then accommodated for changing student schedules.

Manager

Papa Johns Pizzeria
02.2017 - 08.2021
  • Prepared and restocked food and other functional items needed to create a better workflow in the restaurant.
  • Developed strong communication skills between our customers and managers through verbal and online platforms
  • Ordered weekly inventory so that the store was stocked sufficiently of products.
  • Trained incoming staff on procedures of the company.
  • I also briefly worked here from April 2024 - September 2025

Education

BBA - Finance And Business Management

The University of Toledo
05.2023

Skills

  • Financial documentation analysis
  • Problem solving
  • Internal/External communication
  • Collaborative team player
  • Proficient in Microsoft Office
  • Operational efficiency

Certification

- SIE Test passed and currently pursuing Series 7 Licensing in Ohio


Interests

- Outdoor Gardening

- Dog training

- Cooking

- Water Color Painting


Timeline

Operations Manager/Equity Research Analyst

McDermottt Investment Advisors
09.2024 - Current

Financial Planning Analyst

Hantz Financial Services
12.2022 - 04.2024

Event Bartender

Toledo Zoo & Aquarium
07.2022 - 12.2022

American Red Cross Instructor/Lifeguard/Student Specialist

University of Toledo Student Recreation Center
11.2021 - 12.2022

Manager

Papa Johns Pizzeria
02.2017 - 08.2021

BBA - Finance And Business Management

The University of Toledo

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Sarah Woodruff