Vanessa Pena
Waco,TX
Summary
Dedicated and organized financial professional with outstanding relationship-building and problem-solving skills. Driven to exceed expectations and operate effectively in fast-paced, high-pressure environments. Self-motivated team player adept at cultivating partnerships and building lasting relationships across all demographics and management levels. Dynamic and reliable with exceptional customer service and communication skills.
Overview
4
4
years of professional experience
Work History
McBride Ambassador
Baylor University Hankhamer School of Business
Waco , TX
01.2024 - Current
- Gave strong presentations outlining benefits of students studying abroad.
- Engaged with other students and faculty of Baylor University at local events by answering questions and giving informative presentations.
Financial Planning Assistant
Cornerstone Financial Services
Corpus Christi, TX
05.2021 - Current
- Assisted with the preparation of financial plans for clients, researching product options to meet their needs.
- Fostered relationships with new and existing customers through excellent customer service skills.
- Answered phone calls and emails to provide information, resulting in effective business correspondence.
Team Member
Whataburger
Corpus Christi, TX
05.2020 - 12.2022
- Operated POS systems to tabulate bills and issue refunds, receipts, credits and change to customers.
- Trained new team members using approved training materials and information.
- Provided excellent service and attention to customers when face-to-face or through phone conversations.
Education
BBA - Finance
Baylor University
Waco, TX05-2025
BBA - Risk Management And Insurance
Baylor University
Waco, TX05-2025
Skills
- Proficient in Redtail
- Leadership
- Relationship Building
- Critical Thinking
- Microsoft Excel
- Self Motivation
- Organizational Skills
- Collaboration
Timeline
McBride Ambassador
Baylor University Hankhamer School of Business
01.2024 - Current
Financial Planning Assistant
Cornerstone Financial Services
05.2021 - Current
Team Member
Whataburger
05.2020 - 12.2022
BBA - Finance
Baylor University
BBA - Risk Management And Insurance
Baylor University
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