In my own words
— ColeCurrently an analyst for SEI Investments.
Dedicated team player who can be relied upon to help an organization achieve its goals and objectives. Seeking opportunities to gain experience and apply my outstanding hard work and communication abilities in a collaborative environment.
Trajectory
Oct 2019 — Now
Analyst for Corporate Actions · SEI Investments
Key Responsibilities:
* Analyzing and processing of mandatory corporate actions
* In charge of leading daily operations of the mutual fund desk
* Ensure a timely and accurate allocation of cash and securities
* Reviewing, analyzing, and entering client information and transactions
* Processing error-free transactions in a timely manner
Highly Skilled:
* Proficient in Microsoft Office Applications. Super user of Excel including V-lookups and Pivot Tables
* Analytical and Data driven mindset
* Research experience with Bloomberg, Wolters Kluwer and DTCC
Jan 2019 — May 2019
Senior Regional Vice President Francis X. Murphy · Pacific Life
Intern
Key Responsibilities:
* Meet with Financial Advisors to discuss retirement solution products
* Following precise directions from supervisors
* Managed schedules when traveling
May 2017 — 2019
Deckhand · Viking Cruises
Key Responsibilities:
* Following precise direction from supervisors
* Cleaning, Painting, and Maintenance
* Increased attention to detail on extensive fishing trips
Jun 2013 — Sep 2019
Senior Lifegaurd · Sea Isle City Beach Patrol
-Ensured first aid was provided properly in emergencies
-Utilized problem solving skills often associated with operations, patrons, and staff
-Directed guards on day-day activities; encouraged an atmosphere of professionalism and vigilance
Activity
Education history
University of North Carolina at Charlotte
Bachelor of Science in Business Administration
