Sales Associate Financial Planning

VICTORIA PERRY

Pursuing full-time role that presents professional challenges and leverages interpersonal skills, effective time management, and problem-solving expertise. Skills

Work History

Sales Associate

Saks Fifth Avenue OFF (HBC), Chicago, IL June 2023 - Current Financial Advising Intern

Lifetime Financial Growth LFG, Indianapolis, IN June 2023 - July 2023 Global Financial Planning and Analysis Intern

Hyatt Hotels Corporation, Chicago, IL June 2022 - August 2022 Washington, DC 20001 773-***-****

*****@**********.***

Time Management Customer-First Approach

Leadership Excel

Power Point

Developed methods to improve morale, performance, and store revenue for sales employees Assisted at least 50 customers per day by responding to inquiries Aided customers with disability and communication difficulties by assisting with barriers in communication via language or specific disabilities Arranged new merchandise with signage and appealing displays to encourage customer sales Consulted with clients to determine financial goals and needs to develop investment solutions Identified financial goals and concerns of client

Illustrated what is being done to reach financial goals and discussed future concerns Identified gaps in current financial sustainability and offered solutions Valued equities for potential investments which included analysis of Risk vs Reward portfolio setup of investments

Developed detailed financial and valuation models for potential acquisition opportunities, which included research and analysis for the company to ensure other hotel locations were more appealing to a broader audience of consumers

Organized and developed presentations for executive meetings between investors and business owners

Warehouse Team Member

Amazon, Petersburg, VA August 2020 - December 2020 Education

M.D. in Sports Industry Management Expected in May 2026 Georgetown University, Washington, DC

GPA: 3.5/4.0

Bachelor of Arts in Business May 2024

North Park University, Chicago, IL

Certifications

Life and Health Insurance License

Participated in quarterly stockholder meetings

Worked overnight to ensured that the warehouse was organized, and well-maintained for the morning crew to efficiently receive, unload, and place incoming inventory items in the appropriate stock area Uphold high standards of productivity and quality operations Assisted newly hired team members by explaining company procedures and safety requirements Packed and scanned completed orders for accurate shipment to final destinations

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