Summary
Overview
Work History
Education
Skills
Timeline
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Timothy Carl

Rochester,NY

Summary

Skilled multitasker with superior work ethic and good teamwork, problem-solving and organizational skills. Willing to take on any task to help team. Reliable and dedicated team player with hardworking and resourceful approach.

Overview

5
5
years of professional experience

Work History

Intern

High Probability Advisors
05.2023 - 08.2023
  • Evaluated retirement plans using the 5500 form database to build a detailed prospect list of potential clients.
  • Analyzed problems and worked with teams to develop solutions.
  • Sorted and organized files, spreadsheets, and reports.
  • Interacted with customers by phone, email, or in-person to provide information.
  • Completed research, compiled data, updated spreadsheets, and produced timely reports.
  • Prepared project presentations and reports to assist senior staff.
  • Collaborated with senior management on new initiatives to build confidence.

Key Holder

Lacrosse Unlimited LLC
03.2021 - Current
  • Served as a Retail Sales Associate from March 2021 to May 2022
  • Was promoted to Key Holder in May 2022, gaining responsibility of opening and closing the store and balancing a distributing funds throughout the store registers.
  • Assisted with team responsibilities by cleaning, managing cash registers, and product merchandising.
  • Trained and supervised new employees to apply best practices in customer service and store operations.
  • Oversaw store operations by counting cash drawers, reviewing equipment management, and supervising staff.

Tutor

Self Employed Services
04.2018 - Current
  • Tutored Middle/High School students in math and science. Classes include: Algebra 1, Geometry, Algebra 2, Pre-calc, AP Calc AB, AP Calc BC and AP Physics 1
  • Collaborated with students to complete homework assignments, identify lagging skills, and correct weaknesses.
  • Provided homework assistance using specific curriculum and materials.
  • Motivated students towards learning and studying to build self-confidence and reduce fear of failure.
  • Supported students with helpful study habits and exam strategies.

Education

Bachelor of Arts - Economics And Math

Vassar College
Poughkeepsie, NY
05.2026

High School Diploma -

Brighton High School
Rochester, NY
06.2022

Skills

  • Data Analysis
  • Maintenance Requirements
  • Money Handling
  • Financial Management
  • Data Evaluation
  • Portfolio Construction
  • Customer Interaction
  • Cashflow Processes
  • Investment Principles
  • Financial Document Review

Timeline

Intern

High Probability Advisors
05.2023 - 08.2023

Key Holder

Lacrosse Unlimited LLC
03.2021 - Current

Tutor

Self Employed Services
04.2018 - Current

Bachelor of Arts - Economics And Math

Vassar College

High School Diploma -

Brighton High School

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Timothy Carl