Yugma Patel

I am a hardworking and dedicated student seeking to gain hands-on experience through an internship. I'm passionate about expanding my skills in Finance and Economics, and open to exploring various roles that challenge me to grow. Furthermore, I'm a fast learner, adaptable, and eager to contribute meaningfully to any team.

Inside Sales Specialist - SalesFlow - NJ

(2025-11)

• Execute high-volume outbound dialing campaigns, managing a pipeline of [50+] warm leads daily to identify and qualify potential clients for the closing team.
• Optimize lead conversion rates by utilizing persuasive communication and active listening to overcome objections
• Ensured 100% CRM data integrity through precise tracking of lead outcomes and follow-up schedules.

Financial Assistant / Licensed Agent - NextGen Investments LLC - Kendall Park, NJ

(2024-06)

• Consult with clients to analyze financial goals and recommend customized life insurance, annuity, and retirement solutions.
• Coordinate the end-to-end policy lifecycle, ensuring thorough accuracy in data management.
• Cultivated and maintained a professional network of prospective clients through community outreach and proactive relationship management.

Operations Manager - UMA Foods Grocers - Merrillville, IN

(2024-06 - 2025-08)

• Managed inventory, vendor relations, and restocking processes.
• Tracked daily sales and optimized store profitability.
• Supervised and trained staff for efficient operations.

Co-Organizer - Google Developers Group - New Brunswick, NJ

(2023-09 - 2024-09)

• Helped organize technology workshops and networking events.
• Coordinated and executed technology workshops with other team members.
• Facilitated communication between organizing teams and participants.

Treasurer - Kendall Park First Aid & Rescue Squad - Kendall Park, NJ

(2022-10 - 2024-09)

• Managed finances for EMS shifts, meetings, and community events.
• Collaborated with leadership to ensure transparency in all financial decisions.
• Enhanced reporting systems to ensure timely and accurate records.

Bachelor of Science - Finance/Economics - Rutgers University (2025-09 - 2027-05)

First-year coursework - Finance program - Purdue University (2024-08 - 2025-05)

High School Diploma - South Brunswick High School (2020-09 - 2024-06)