Lead Analyst/Principal Consultant

• Nov 2021 - Present

Relationship Banker

• Jan 2021 - Sep 2021

Responsible for handling and managing customers day-to-day personal finances and providing them customized products and solutions to better meet their financial goals. Engage customers to assist, educate and train on how to simplify and optimize their transactions through Self Service technologies. Conduct over the counter transactions for service needs such as taking deposits, cashing checks, cashier’s checks, safe deposit entry, and managing a cash of $50,000. Responsible for handling and managing customers day-to-day personal finances and providing them customized products and solutions to better meet their financial goals. Engage customers to assist, educate and train on how to simplify and optimize their transactions through Self Service technologies. Conduct over the counter transactions for service needs such as taking deposits, cashing checks, cashier’s checks, safe deposit entry, and managing a cash of $50,000.

Account Executive

• Jan 2020 - Jul 2020

Mortgage Loan Originator Mortgage Loan Originator

Student Financial Analyst

• Feb 2019 - May 2019

Salisbury's Sea Gull Fund is worth approximately $1.3 million. I was in charge of the IT and Consumer Staples sector. Provided research for current and potential holdings, also predicted the intrinsic value by using the DDM, EDM, and P/E. Construct a presentation for the professor and senior analyst which included the industry outlook, recent events, and financials.

Financial Management Assocation

• Sep 2017 - May 2019

The FMA is a nationally recognized organization that helps its members explore and pursue careers in finance. Some of activities include community speakers, field trips and workshops.

Intern

• Dec 2018 - May 2019

Created personal financial needs analysis for clients to maximized profitability. Explained to clients the importance of time value money, the rule of 72, and how mutual funds operate. Created personal financial needs analysis for clients to maximized profitability. Explained to clients the importance of time value money, the rule of 72, and how mutual funds operate.

Jewelry Sales Consultant

• Jun 2017 - Jan 2018

Conducted daily audits of jewelry cases. Ensured quality customer experiences by maintaining professionalism. Handled and cleaned jewelry ranging from $200-$16,000 in value. Conducted daily audits of jewelry cases. Ensured quality customer experiences by maintaining professionalism. Handled and cleaned jewelry ranging from $200-$16,000 in value.

Sales Associate

• Nov 2015 - May 2017

Entrusted with handling financial information. Recommend, select, and help locate or obtain merchandise based on customer needs and desires. Daily task consisted of checking out customers, selling fragrance, and stocking. Collaborated with a staff of 15 to reach goes and gain profits. Entrusted with handling financial information. Recommend, select, and help locate or obtain merchandise based on customer needs and desires. Daily task consisted of checking out customers, selling fragrance, and stocking. Collaborated with a staff of 15 to reach goes and gain profits.

Cashier

• Sep 2013 - Nov 2015

Assisted customers with their purchases and answered questions at the checkout counter. Scanned groceries and balanced daily cash register receipts. Provided a friendly, courteous, and positive attitude while demonstrating professionalism. Assisted customers with their purchases and answered questions at the checkout counter. Scanned groceries and balanced daily cash register receipts. Provided a friendly, courteous, and positive attitude while demonstrating professionalism.