Zachary Perkoski
East Hartford,CT
Summary
- Taught financial literacy concepts to high school students, emphasizing practical skills such as budgeting, saving, banking services, and personal financial decision-making.
- Participated in job shadowing with an LPL Financial advisor, gaining insight into financial advising, investment analysis, and day-to-day advisory operations.
Overview
4
4
years of professional experience
Work History
Member Account Representative
American Eagle Financial Credit Union
Vernon, USA
07.2023 - Current
- Process customer transactions accurately, including deposits, withdrawals, transfers, and loan payments.
- Promote and cross-sell bank products such as Certificates of Deposit (CDs), Individual Retirement Accounts (IRAs), and memberships to meet customer needs and personal sales goals.
- Maintain up-to-date knowledge of bank services, compliance regulations, and security procedures.
- Build strong customer relationships through excellent service and personalized financial solutions.
Shop from home
ShopRite
East Hartford, USA
08.2022 - 07.2023
- Accurately select and pack customer online grocery orders, ensuring quality, freshness, and correct substitutions.
- Maintain organization of staging areas to ensure timely and accurate order fulfillment.
- Provide friendly, professional customer service during pick-up and delivery interactions.
Owner
ZPD Landscaping
East Hartford, USA
06.2022 - 08.2022
- Managed project budgets, estimates, and scheduling to meet client expectations and deadlines.
- Founded and managed a landscaping business, overseeing daily operations, client relations, and financial management.
- Designed and executed custom landscaping projects, including lawn care, hardscaping, planting, and seasonal maintenance.
- Supervised and trained team members to maintain quality standards and safety compliance.
Education
Bachelor of Science - Finance
Connecticut State Community College
Manchester, CT05-2028
High School -
East Harford High School
East Hartford, CT06-2024
Skills
Independent Investor
- Manage my own portfolio, focusing on long-term financial goals
- Conduct market research and analysis to identify growth opportunities in stocks, bonds and ETFs
- Customer service
- Relationship building
- Self-Motivated
Timeline
Member Account Representative
American Eagle Financial Credit Union
07.2023 - Current
Shop from home
ShopRite
08.2022 - 07.2023
Owner
ZPD Landscaping
06.2022 - 08.2022
Bachelor of Science - Finance
Connecticut State Community College
High School -
East Harford High School