Customer Service Sales

Alec J. Simon

845-***-**** - ********@*********.*** - 8 Pvt. Del Regno Ct., Blauvelt, NY 10913

EDUCATION

Manhattan College Bronx, NY

Bachelor of Science - Finance May 2017

GPA: 3.4 / Major GPA: 3.7

WORK EXPERIENCE

State Street Corporation, Clifton, NJ May 2016-August 2016

Alternative Investment Solutions Intern; Private Equity Fund Services

oAssisted in the monitoring of cash and custody activity for client funds involving private equity fund structures and process transactions related to capital calls, capital distributions, expenses, tax checks, investor cash

oReconciled monthly bank statements and ensured that all necessary documentation had been accounted for prior to submittal for review

oHelped with processing monthly investor reconciliation files on Excel and multiple company software platforms

oReported discrepancies that arose in a prompt and professional manner to superiors, ensuring follow up and reconciliation in a timely manner

oReviewed client financial statements and documents to update Private Equity team files

Orangetown Town Clerk's Office, Orangetown, NY May 2015-August 2015

Office Intern

oReviewed, calculated, and sorted year-over-year budgets/expenses for each town department

oAssisted in the record-keeping of town documents, files, and correspondents

oHelped organize and detail town filming revenues

Dick's Sporting Goods, West Nyack, NY May 2015-August 2015

Golf Sales Associate

oConsistently promoted company programs including warranty sales, scorecard, private label credit card

oFulfilled company defined customer experience by being a friendly, available, customer focused team member

oOrganized and displayed merchandise to company standards

oAdministered quality customer service

Blauvelt Free Library, Blauvelt, NY June 2009-September 2013

Senior Page/Assistant Librarian:

oConducted daily library activities; Assisted patrons

oStreamlined library's daily processes & functions

oAided staff & patrons with technological issues & concerns

oPerformed maintenance on library systems & equipment

PROFESSIONAL ACTIVITIES & LEADERSHIP EXPERIENCE

The National Society of Leadership & Success - Manhattan College Chapter October 2015-May 2017

Manhattan College Economics & Finance Society September 2015-May 2017

Manhattan College Investment Club September 2015-May 2017

VOLUNTEER EXPERIENCE

Penguin Plunge Children's Charity

Coordinator; Donation Assistant January 2010-Present

oManaged donations made & assisted in setting up events

oSupervised handling of awards & prizes

Rockland County Ancient Order of Hibernians - Feis Events September 2012-May 2014

oIrish community event organizer

oCreated, packaged, and distributed awards and prizes

oConstructed & sent care packages for deployed combat soldiers

HONORS

Dean’s List January 2015-May 2017

Dean's Award Scholarship September 2013-May 2017

SKILLS & CERTIFICATIONS

Microsoft Suite; Excel (VLOOKUPS, Pivot tables, VBA, modeling)

GL software, Financial software

Currently preparing for CFA Level 1 Exam;

BLOOMBERG MARKET CONCEPTS CERTIFIED

Windows Systems, AutoDesk Design Software; Basic use of Spanish language.

INTERESTS

Automotive Industry, Baseball, Golf, Mobile Technology Industry

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