Overview
Work History
Education
Skills
Languages
Timeline
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Swethal Athyala

Stockbridge,VT

Overview

8
8
years of professional experience

Work History

Outbound Associate

Empower
Stockbridge, VT
08.2024 - 11.2024
  • Performed outbound calls to existing customers to promote products and services.
  • Identified new sales opportunities through data analysis of customer profiles.
  • Developed strategies for increasing sales volume with existing customers.
  • Participated in team meetings to discuss progress toward goals and share best practices.
  • Generated weekly performance metrics for management review such as total call volume.

Financial Advisor

New York Life Insurance Company
Denver, CO
10.2022 - 07.2024
  • Consulted with clients to assess and meet short- and long-term financial goal.
  • Advised on investment portfolios with 401k, pension and tax-sheltered annuity products.
  • Analyzed both long term plans and short-term plans to optimize resources for both company and the client.
  • Interviewed clients to analyze income, expenses, financial objectives and risk tolerance in order to develop successful financial plans.
  • Led team in planning and case design for my own and other team-mates clients

Financial Analyst Intern

Sun Clinical Laboratories
San Antonio , TX
06.2021 - 05.2022
  • Analyzed and tracked data to prepare forecasts and identify trends.
  • Organized database by entering and verifying information.
  • Managed accounts payable and accounts receivables.
  • Assisted in preparing weekly, monthly, quarterly and annual financial reports.
  • Developed and utilized spreadsheets, databases and other computer applications to complete assigned tasks.

Business Support Assistant

Sun Clinical Laboratory
San Antonio, TX
12.2017 - 05.2021
  • Maintain patients’ information, data and billing options in Excel
  • Assist with health and safety monitoring and carry out workstation assessments.
  • Prepared monthly status reports and invoices and reconciled to minimize discrepancies.
  • Managed CRM database, made updates and ran reporting.
  • Kept customers satisfied and loyal by providing exceptional service.

Associate

TopGolf
San Antonio, TX
01.2017 - 07.2017
  • Built and maintained relationships with peers and upper management to drive team success.
  • Supported management team to facilitate task completion and meet performance goals.
  • Arranged and stocked new merchandise following placement directions.
  • Communicated clearly with customers in person and via telephone, driving positive experiences.
  • Followed cleaning and sanitation guidelines to meet health and OSHA requirements.

Education

Master of Science - Business

The University of Texas At San Antonio
San Antonio, TX
05.2022

Bachelor of Science - Biology

The University of Texas At San Antonio
San Antonio, TX
12.2020

Skills

  • Scrum and Agile project management techniques by working on course projects (1 years’ experience)
  • Certificate in Google Analytics, SQL and Tableau (2 years’ experience)
  • Excel, Microsoft Office, Salesforce, Gainsight (5 years’ experience)
  • Financials Analysis
  • Managing Wealth
  • Developing Financial Plans
  • Call center procedures
  • Customer consulting
  • Live chat support
  • Active listening
  • Customer relationship management (CRM)

Languages

Telugu
Full Professional

Timeline

Outbound Associate

Empower
08.2024 - 11.2024

Financial Advisor

New York Life Insurance Company
10.2022 - 07.2024

Financial Analyst Intern

Sun Clinical Laboratories
06.2021 - 05.2022

Business Support Assistant

Sun Clinical Laboratory
12.2017 - 05.2021

Associate

TopGolf
01.2017 - 07.2017

Master of Science - Business

The University of Texas At San Antonio

Bachelor of Science - Biology

The University of Texas At San Antonio

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Swethal Athyala