Spencer Sadie
Middleburg Heights,United States
Summary
Motivated and adaptable finance professional pursuing a Bachelor's degree in Finance at Baldwin Wallace University. Strong academic background in finance and cybersecurity, with valuable hands-on experience in customer service, technical, and operational roles. Demonstrates effective communication, analytical skills, and a proactive problem-solving approach.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Life Insurance Agent
Globelifeinsurance
09.2025 - Current
- Cultivated client relationships to provide customized life insurance solutions tailored to individual needs.
- Generated leads through cold-calling, networking and other outreach methods.
- Marketed life insurance products to increase customer bases and revenue.
- Educated clients on insurance policies and procedures.
Customer Service Associate
Home Depot
07.2020 - Current
- Supported customer service goals and enhanced relations through friendly, knowledgeable and positive communication
- Delivered fast, friendly and knowledgeable service for routine questions and service complaints
- Uphold quality control policies and procedures to increase customer satisfaction
- Provided outstanding service to new and long-standing customers by attending closely to concerns and developing solutions
- Operated multi-line phone system and online messaging system to communicate with customers
- Addressed and welcomed large volume of guests to business per day, improving overall customer service and engagement
Front Desk Receptionist
Middleburg Heights Community Center
01.2020 - 03.2020
- Welcomed patrons to front desk and engaged in friendly conversations while conducting check-in process
- Responded to inquiries and requests made online, by phone
- Transmitted information or documents to customers, using computer, mail or facsimile machine
- Signed and reviewed important paperwork for customers or guests
Tire Technician
Discount Tire
10.2019 - 01.2020
- Diagnosed and repaired tire and rim issues
- Performed tire rotations, mounts and balancing on all types of vehicles
- Planned work and determined appropriate tools and equipment
- Inspected and organized tire inventories while performing routine stock assessments
- Changed and rotated tires for customers to ensure safety and maximize customer service rankings
Food Service Worker
Panera Bread
05.2018 - 10.2019
- Organized ingredients and restocked supplies to prepare for busy periods
- Sanitized and kept work areas tidy by cleaning surfaces, equipment and floors, removing trash and maintaining machinery
- Followed recipes and customer requests to prepare high-quality, delicious meals
- Adjusted cooking methods and ingredients to accommodate dietary restrictions and allergies
- Maintained order and cleanliness of work areas to conform with health codes
- Resolved customer concerns and relayed relevant information to supervisor
Education
Bachelors - Finance
Baldwin Wallace University
Berea, OH12-2025
Associate of Applied Business - Cybersecurity
Cuyahoga Community College
Parma, OH08.2022
High School -
Berea Midpark High School
Berea, OH05.2020
Skills
- Strong verbal communication
- Proficient in data analysis
- Analytical problem solving
- Creative problem-solving
- Advanced Excel skills
Additional Information
Independent Investment Portfolio Manager
Self-Directed | March 2020-Present
- Managed a personal stock portfolio valued at $50,000 by conducting in-depth market analysis and research.
- Developed investment strategies based on financial data, economic trends, and risk assessments.
- Monitored portfolio performance and made data-driven decisions to optimize returns.
- Gained hands-on experience with financial tools and platforms (e.g., Bloomberg, Excel, Robinhood, etc.).
- Demonstrated a strong understanding of equity markets, risk management, and diversification.
Options and Day Trader
Self-Directed | September 2025-Present
- Used various option strategies such as Leaps, Covered Calls, and Cash Secured Puts
- Technical analysis with support/resistance, trendlines, volume analysis, candlestick patterns, moving averages
Certification
Life and Health Insurance Certificate
Timeline
Life Insurance Agent
Globelifeinsurance
09.2025 - Current
Customer Service Associate
Home Depot
07.2020 - Current
Front Desk Receptionist
Middleburg Heights Community Center
01.2020 - 03.2020
Tire Technician
Discount Tire
10.2019 - 01.2020
Food Service Worker
Panera Bread
05.2018 - 10.2019
Associate of Applied Business - Cybersecurity
Cuyahoga Community College
Bachelors - Finance
Baldwin Wallace University
High School -
Berea Midpark High School