Pavan V. Patel

** ****** ****, *******, ** ***** ● adcm95@r.postjobfree.com ● LinkedIn: https://www.linkedin.com/in/pavanvpatel/ ●Mobile: 978-***-****

Professional Summary

Ambitious, adaptable and detail-oriented Alum of Boston College, looking to leverage recent work experience into a position. Academic background includes a Bachelor of Arts in Economics. Proven self-motivator and pragmatic communicator who works well independently and in team-oriented environments. Extremely fast-learner with strong mathematical and analytical skills. Able to multitask without compromising quality.

Core Strengths & Knowledge

. Finance Administration . Affordable housing transactions . statistical analysis . Ethical Compliance

. Sales & Marketing . Excel Spreadsheets & computations. . customer service . Quality Control Compliance

. Retirement Analysis . loan & Withdrawal Forecasting . Enrollment Support . Risk and Quality Adherence

Work Experience

Fidelity Investments, Inc. Merrimack, NH Financial Services Associate I, Contract Employee-Fidelity Talent source October 2019 – February 2020

• Provided superior customer service to inbound callers while responding to their inquiries and requests on employee benefits plans throughout their employment lifecycle (enrollment to retirement).

• Educated customers to take ownership of their needs in order to maximize their retirement benefits and savings.

• Referenced multiple on-line resources effectively while simultaneously conversing with customers.

• Mitigated risk while adhering to quality procedures and ensured compliance with regulatory.

• Obtained and captured feedback from customers to help identify customer experience improvement opportunities.

•. Partnered across the organization to deliver world-class service and ensure continuous process improvements.

Aloore, Inc. Braintree, MA Account Manager Team Lead, Sales and Marketing Consultation June 2019 – August 2019 • Educated potential customers on our client’s (Comcast Xfinity) products and services and sold over 130 revenue generating units (RGUs) to customers.

• Maintained strong customer relationships after initial sales to build a positive brand image, as well as ensure service installation and satisfaction.

• Held a cancelation rate below the standard of 25% for every week that I sold units to customers in the retail sales floor at various Walmart’s in the Boston area.

• Qualified existing customers for promotions that met their needs, and managed service upgrades and changes to guarantee customer satisfaction.

Caribbean Integration Community Development (CICD) Mattapan, MA Financial Analyst Intern May 2018 – August 2018

• Cooperated with the President, on a weekly basis via phone calls and in-person meetings to understand current objectives.

• Constructed Excel Spreadsheets to deduce the firms budget into various sub points of wealth utilization for recent real estate acquirements.

• Ensured seamless efficiency with the real estate closing procedures for the organization.

• Integrated the fundamentals involved with financing affordable housing transactions in my assignments.

Volunteer Experience

Cur Unum (Soup Kitchen) Lawrence, MA Frequent Volunteer June 2012 – August 2015

• Distributed meals to members of the community helping to reduce Hunger by serving 356 hours at the soup kitchen.

• 1 out of 10 kitchen staff members, that prepared the food served to guests for that evening.

• 1 out of 8 bussers, that made sure the individuals at the assigned table obtained a hot meal.

• 1 out of 4 dishwashers, that made sure hundreds of dishes, cups and utensils were cleansed properly.

Leadership

Sankofa Leadership Program, Boston College Chestnut Hill, MA Sophomore Member August 2016 – May 2017

• 1 out of 15 members that was present at weekly workshops to obtain the proper knowledge needed for leadership growth.

• Present at various events such as the weekly basketball game and the annual retreat.

• Contributed my skills to 3 other members to accomplish a sales pitch presentation for an Adidas apparel idea.

Options Through Education (OTE), Boston College Chestnut Hill, MA Council Representative June 2015 – August 2015 • Voted in as 1 out of 8 council members (40 members in the Group)

• Collaborated with 7 other council members to set the rules for 40 Boston College OTE Students so that the summer program would stay positive.

• Implemented rules with weekly community meetings to ensure everyone understood the ethics and values needed to maintain order.

Education

Boston College, Morrissey College of Arts and Sciences Chestnut Hill, MA

Major: Bachelor Degree, Economics August 2015 – May 2019

Relevant Coursework: Econometrics, Behavioral Economics, Macroeconomic Theory, Microeconomic Theory, Public Finance, Economic Statistics, organizational behavior, Principles of Macroeconomics and Microeconomics, and Calculus I

Distinctions: Dean’s List second honors spring of 2019, and (OTE) Options Through Education Scholar- (1 out of 65 students given the opportunity from over 29,000 applicants)

Activities & Societies: South Asian Student Association (Active Member), Sankofa Leadership Program (Sophomore Member), BC Masti Dance Troupe (Freshmen member), Boston College Finance Academy (Freshmen Member), Options Through Education (OTE) (Council Representative). AHANA Management Academy (Freshmen & Sophomore Member)

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