Experience

EDS Service Solutions

• United States
• Staffing and Recruiting
• 1 - 100 Employee

• Corporate Development Analyst

  • May 2023 - Present

• Business Operations Analyst

  • Feb 2022 - May 2023

  -Report directly to the CEO, owning remodeling of workflow processes and long-term scalability solutions-Collaborate with the financial controller to develop and analyze gross margin reports, consolidate financials, and develop income statements/balance sheets to support accurate financial reporting and decision-making-Managed and contributed to the development of EDS' new company website-Built Excel macros to automate repetitive formatting functions for billing and payroll departments Show less



49 Financial

• United States
• Financial Services
• 100 - 200 Employee

• Financial Professional

  • Jun 2021 - Feb 2022

  -Executed detailed financial status evaluations and outlined client goals to best determine proper investment, debt management, and insurance decisions -Advised clients on risks and benefits of each opportunity, providing documentation and thoughtfully addressing questions and concerns -Series 63, SIE, Series 6, Group 1, and Variable Products certified in under 3 months Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC. Headquartered at 80 State Street, Albany, NY 12207. Show less



Surdy Ventures, LLC

• Entrepreneur

  • May 2018 - Apr 2021

  -Developed E-Commerce websites, learned how to effectively build a high converting web-based store, utilize social media marketing, and build advertisement creatives that effectively engage potential customers and drive quality traffic -Sold over $45,000 of physical products to buyers across the world, while maintaining an overall profit (Primarily to the United States, United Kingdom, and Australia) -Worked with small businesses on a freelance basis to optimize their digital marketing and online presence Show less



Virtual Treasure Chest

• Independent Study at Washington and Lee University

  • Jan 2020 - May 2020

  -Increased revenues 840% YTD through Shopify in 3.5 months with targeted advertisement campaigns generating quality leads, developed email and text campaigns and kickstarted social media development -Designed an entirely new digital storefront, including new web design (Shopify), abandoned cart recovery, upsell sequences, reviews, and overall positive website experience -Increased revenues 840% YTD through Shopify in 3.5 months with targeted advertisement campaigns generating quality leads, developed email and text campaigns and kickstarted social media development -Designed an entirely new digital storefront, including new web design (Shopify), abandoned cart recovery, upsell sequences, reviews, and overall positive website experience



Heritage Growth Partners LLC

• United States
• Venture Capital and Private Equity Principals
• 1 - 100 Employee

• Intern

  • May 2019 - Sep 2019

  -Conducted detailed diligence on prospective investments, including analysis of business model, competitors, vendors, and customers -Performed primary and secondary research to identify attractive industries based on investment criteria and mutual alignment in values -Worked in small teams with an emphasis on strong communication skills and a drive for exceptional results -Conducted detailed diligence on prospective investments, including analysis of business model, competitors, vendors, and customers -Performed primary and secondary research to identify attractive industries based on investment criteria and mutual alignment in values -Worked in small teams with an emphasis on strong communication skills and a drive for exceptional results



Select Shades

• United States
• Retail
• 1 - 100 Employee

• Sales Representative

  • May 2019 - Sep 2019

  -Helped answer customers’ questions and concerns in person and via phone to help them select the product(s) that best fit their needs -Opened and closed the store, counted inventory and tracked finances in Excel -Attended and operated a booth at corporate events distributing sunglasses -Helped answer customers’ questions and concerns in person and via phone to help them select the product(s) that best fit their needs -Opened and closed the store, counted inventory and tracked finances in Excel -Attended and operated a booth at corporate events distributing sunglasses

• Sales Representative

  • May 2018 - Sep 2018


Vector Marketing

• India
• Graphic Design
• 1 - 100 Employee

• Sales Representative

  • Jun 2017 - Sep 2017

  -Identified prospective customers using lead generation methods and performing an average of 40 cold calls per day. -Schedule, present, and demonstrate the value of Cutco products to prospective customers in 1 hour, in home presentations. -Sold over $10,000 dollars of Cutco in first 2 weeks, Top 1% of Vector in Sales Nationally, Leading representative of office from the first week of employment -Learned the skills of Time Management, Self-Motivation, Phone Skills, Confidence, and Leadership Show less