Skills
Technical: SQL, T-SQL, SQL Server, Python, Java, HTML, CSS, Visual Studio, R Studio, Tableau, JMP, Adobe Photoshop, Adobe Illustrator, Wordpress
Computer: Certified in Microsoft Excel, Word, Powerpoint, & Access
Experience
Intern, Equitable Advisors
June 2020-August 2020
- Researched new and potential clients, preparing reports for advisors to create financial plans for customers
- Increased efficiency throughout organization by automating routine processes using Excel VBA
- Migrated over 4,600 client contacts from CSV file to Outlook, syncing across devices and supporting efficiency of Cedrus founder, a small company operating under Equitable
- Ensured compliance of client records through diligent review of files, adding files as needed
Front Desk Associate, University of Denver Youth Gymnastics
August 2018-Present
- Foster and maintain client relationships through friendly interaction and service-above-self attitude
- Produce enrollment reports for program staff for each section of 5 different class levels
- Maintain the program’s wait lists and records for 8 class levels, primarily using Excel and Access
- Improve spreadsheets by implementing Excel formulas and conditional formats