Experience

Mattson Financial Services

• United States
• Financial Services
• 1 - 100 Employee

• Administrative Assistant

  • Apr 2019 - Present

  • Complete 10 client applications a day to initiate financial transfers• Inform clients of their finances and pending transfers• Facilitate transfers per clients’ requests



Fidelity Investments

• United States
• Financial Services
• 700 & Above Employee

• Sales Intern

  • Jun 2020 - Aug 2020

  • Presented five ways to advance Fidelity’s efficiency including changes to the website, streamlining their Salesforce process, and analyzing the success of their call flow• Set and achieved my goal of completing over five customer service calls an hour to increase my own efficiency• Role played as an Investment Solutions Representative to grasp their sales process



Bubba's 33

• United States
• Restaurants
• 1 - 100 Employee

• Food Server

  • Mar 2018 - Nov 2018

  • Created returning customers by providing exceptional service• Ensured all orders were delivered correctly and the customers were satisfied• Served an average of 50 customers per shift while maintaining an efficient pace