Shannon Sweeney
Marlton,US
Summary
Dynamic and results-oriented asset management professional with a proven track record leveraging SQL and Excel to enhance sales strategies and optimize inventory. Skilled in analytical thinking and customer service, I excel in transforming data into actionable insights, driving business growth and improving client relations through innovative solutions and asset tracking and reporting.
Overview
5
5
years of professional experience
Work History
Asset Management Coordinator
Asset Based Lending
11.2025 - Current
- Coordinated asset tracking and inventory management across diverse portfolios.
- Analyzed market trends to inform investment strategies and portfolio adjustments.
- Collaborated with cross-functional teams to streamline asset allocation processes.
- Managed compliance documentation ensuring adherence to regulatory standards.
DATA ANALYST INTERN
Spirit Halloween
06.2024 - 08.2024
- Cleaned and transformed raw datasets into structured formats and designed visual dashboards to provide real-time sales tracking for further analysis.
- Conducted end-to-end analysis to identify gaps and propose actionable insights that enhanced product placement and sales effectiveness.
- Leveraged SQL and Excel to analyze sales data, identifying trends and opportunities to optimize inventory and promotional strategies.
ACCOUNTING INTERN
Richard C. Malesich & Associates, LLC
12.2023 - 03.2024
- Compiled financial statements and reports from various sources and processed payroll adjustments received from billing department.
- Integrated bookkeeping software to modernize financial record management, resulting in more streamlined and accurate accounting processes.
- Analyzed financial data to identify trends, discrepancies, and areas for improvement.
FRONT COUNTER ASSOCIATE
Bagel Bin
02.2023 - 12.2023
- Leveraged sales data and customer insights to propose actionable recommendations, improving inventory management and promotional strategies.
- Proposed and implemented new upselling strategies, contributing to a notable increase in average transaction value.
- Embraced continuous learning opportunities, rapidly adapting to new menu items and promotional offerings to drive sales and customer engagement.
SALES ASSOCIATE
Kohl's
08.2020 - 08.2021
- Optimized POS efficiency, elevating customer satisfaction through rapid, precise transactions and tailored service, consistently exceeding sales objectives.
- Consistently surpassed sales targets through proactive customer engagement, strategic upselling, and collaboration with team members.
- Delivered tailored product recommendations to enhance the customer experience and drive repeat business.
Education
Bachelor of Science - Finance
Rowan University
Glassboro, NJ05.2025
Skills
- Customer Service
- Problem Solving
- Microsoft Excel
- Team Collaboration
- SQL
- Client Relations
- Sales
- Business Analysis
Timeline
Asset Management Coordinator
Asset Based Lending
11.2025 - Current
DATA ANALYST INTERN
Spirit Halloween
06.2024 - 08.2024
ACCOUNTING INTERN
Richard C. Malesich & Associates, LLC
12.2023 - 03.2024
FRONT COUNTER ASSOCIATE
Bagel Bin
02.2023 - 12.2023
SALES ASSOCIATE
Kohl's
08.2020 - 08.2021
Bachelor of Science - Finance
Rowan University