Financial Services Professional
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Studied Finance and Working Concierge since 2022
I just completed a QuickBooks Certificate through the QCAP Accounting and Finance program at Quincy College this past May. In this program I built on my skills and training gained from my Bachelor of Science (B.S.) in Finance from Cambridge College. I am comfortable in principles of accounting and finance skills including Planning Budget, Payroll, A/P & A/R, balance sheets, general ledgers, spreadsheets (Excel), cash flow, income statement. In my previous role as a Financial Services Professional at New York Life Insurance Company, I was responsible for giving advice to clients through consultation sessions, developing a prospective customer base, developing individualized client strategies based on client needs and goals, identifying needs, risks and goals. This often required me to juggle multiple tasks at once, a challenge I thoroughly enjoyed.
Corporation, I was responsible for the daily SEC (Securities Exchange Commission) yield report and supporting the Assistant Vice President in updating the new Project Status Report. I believe this experience, coupled with my attention to detail, would be beneficial to your team.
-Assist with managing mail, luggage and deliveries as needed.
