Customer Service Sales

Location:

Posted:

May 14, 2015

MICHAEL P. TERRY

EDUCATION

Bowling Green State University Bowling Green, OH

Bachelor of Arts in Economics Graduation: June 2015

Major GPA: 3.42/4.00

Selective Research: “Market Research in Financial Investment” at NS Capital LLC

Relevant Coursework: Money and Banking, Game Theory, Intermediate Macroeconomic Theory,

Labor Relations Policy, Poverty/ Inequality and Discrimination Economics, Business Calculus

PROFESSIONAL EXPERIENCE

NS Capital LLC Stamford, CT

June 2014 – August 2014

Research & Analytics Intern

Provided support to portfolio analyst, researched new growth opportunities for current and

prospective clients.

Assisted in performing due diligence analysis to achieve equilibrium of the firms risk exposure in

accordance with current and prospective client assets.

Translated complex financial statements into intelligible presentations to ensure prospective clients

understood their current portfolio from a holistic standpoint.

Maintained information database of client leads to achieve the firm’s growth objectives and growth

of assets under management.

7- Eleven Inc. Danbury, CT

June 2012 – August 2014

Customer Service Associate

Delivered quality assistance to customers, responded efficiently and effectively to enquiries in

product availability and identifying additional sales opportunities.

Closely monitored stock levels in a variety of areas throughout the store to ensure levels were

optimized.

Processed both cash and electronic transactions while monitoring balances to ensure accuracy in

capital management.

Proactively built strong customer relations in order to promote loyalty to the location and overall

brand awareness.

SKILLS & INTERESTS

Languages: English, Conversational Spanish

Technical Skills: Proficient in Microsoft Office [Excel, Word, PowerPoint and Outlook] and

Morningstar Systems and Thinkorswim

Interests: Macroeconomic Trends, Equity Research, Fundamental Analysis