At Vanguard, I processed transactions, returns, exchanges, and account updates while handling customer interactions. I also maintained records of customer inquiries and resolutions using company systems.
I explained products, services, and policies to customers, resolved issues, and assisted with inventory checks and order tracking. I trained new team members on customer service procedures and company policies.
At 7-Eleven, I supported daily retail operations by managing transactions and vendor interactions. I processed invoices and requisitions, assisted with payroll and reservations, and managed inventory reconciliation and register updates.
For a Financial Analysis Project at Temple University, I conducted ratio analysis on a publicly traded company and built a comparative Excel model to benchmark it against industry peers. I also developed a diversified mock investment portfolio and monitored its performance for an Investment Portfolio Simulation.
