ARIEL PROFESSIONAL SUMMARY

REALS

Forward-thinking Transfer Agent successful at building

strong and lasting customer relationships by assessing client

needs and addressing financial concerns. Professionally

supported clients with enthusiasm and Dedication. Strong

adt33i@r.postjobfree.com organization, time management and communication skills.

Organized and dependable candidate successful at

920-***-****

managing multiple priorities with a positive attitude.

Lake Mills, WI 53551 Consistent willingness to take on added responsibilities to

meet team goals.

SKILLS WORK HISTORY

• Industry Trends Equiniti - Transfer Agent

• Customer Service Process Milwaukee, WI • 08/2021 - Current

Improvement • Collaborated with clients to maintain relationships and

• Customer Needs

provide customers with thorough support and guidance.

Assessments • Worked with clients to develop financial planning

• Past Due Account

strategies and solutions through evaluation of finances.

Management • Developed and maintained strong knowledge of multiple

• Trading Strategization

products and varying levels of benefits within each

• Regulatory Guidelines

product.

• Account Inquiries • Discussed financial options with clients and provided

• Money Transfers

informed suggestions.

• Market Trend Analysis • Identified customer financial service needs to prepare

• Broker Relations

proposals and sell services.

• First Level Support • Met with clients to determine financial objectives and

• Trade Request Processing

review assets, liabilities, cash flow and other financial

• Administrative Support

information.

• Data Integrity • Met with members to understand goals and recommend

solutions to fit specific needs.

• Prepared contracts and related documentation according

EDUCATION

to strict standards.

Madison College

• Accurately processed routine financial transactions such

Madison WI • Expected in as securities and insurance for customers.

05/2023

• Identified potential investment opportunities for clients

by reviewing stock and bond reports.

Associate of Arts: Public • Read financial publications to remain informed about

Finance

trends affecting market conditions.

• Honor Roll 2021-2022

• Awarded Excellence • Provided clients with price quotes on securities and

scholarship financial information on corporations issuing select

• Honoree of Phi Sigma securities.

National Honor Society • Conducted portfolio reviews and met with clients to

• Jane and David Villa discuss performance.

Endowed Scholarship • Targeted accounts at senior and executive levels and

Recipient secured funding for future initiatives.

• 3.72 GPA • Verified ownership and transaction information and

• Extracurricular Activities: dividend distribution instructions to conform with

Men of Excellence governmental regulations using stock records and

reports.

• Liaised with customers and funding sources to identify

and remove roadblocks to business funding.

Bowl-A-Vard - Bartender Supervisor

Madison, WI • 04/2022 - Current

• Oversaw and monitored cash drawers and reconciled

drawers against cash register reports at close of

business.

• Followed alcohol awareness procedures for preventing

excessive guest intoxication.

• Established rules for ejecting problem customers from

bar to reduce liability and maintain pleasant

environment.

• Supervised and trained staff on preparing and delivering

drinks, handling food and money and setting up bar at

beginning of shift and breaking down at end of shift to

facilitate operations.

• Scheduled parties, banquets or sporting events and

allocated optimal staff and resources to properly

execute.

• Completed accurate inventory records to thwart

malicious activities and maintain organized and

profitable establishment.

• Organized bar inventory and storage procedures to keep

stock within optimal levels and meet expected customer

demands.

• Developed new signature cocktails to support bar

marketing brand and increase profits.

• Performed opening and closing duties, printing sales

reports, setting up for incoming shift, preparing cash

drawers and taking inventory.

• Set up bar for operation, obtained cash bank and stocked

service bar.

• Handled simultaneous customer, team and business

needs while avoiding unnecessary delays or errors.

• Adhered to state laws regarding alcoholic beverage

services and customer regulations.

• Operated efficiently in high-volume setting to prepare

and serve more than 100 drinks per hour.

• Upsold daily specials and beverage promotions to exceed

daily sales goals.

• Managed cash and bar revenue during special promotions

or sporting events.

• Consulted with managers to organize special events and

promotions.

• Boosted bar profitability, mentoring team members on

routine procedures and productivity strategies.

• Recruited and trained new bartenders and barbacks and

scouted and auditioned performers for various special

events.

• Maintained relationships with restaurant vendors to

facilitate effective inventory management and

implement cost controls.

• Generated higher ticket averages by training employees

on suggestive up-selling techniques.

• Increased bar revenue through development and

marketing of featured cocktails.

Struass Feed - Lab Technician

Watertown, WI • 04/2021 - 08/2021

• Tracked collected specimens by initialing, dating and

noting times of collection.

• Prepared samples for shipping and disposed of bodily

fluids in proper containers.

• Processed patient specimens according to priority and

documented results.

• Oversaw items in inventory and reordered before

supplies diminished.

• Maintained documentation on tests performed in lab.

• Calibrated and maintained instruments to keep

equipment fully operational.

• Performed testing and quality control using approved

laboratory procedures and instrumentation.

• Interpreted and documented results of tests into active

databases and communicated results to internal

customers.

• Analyzed experiment and test results to validate

adherence to standards and specifications.

Badger State Industries - CIP Operator

Waupun, WI • 03/2020 - 03/2021

• Worked in variable temperatures and weather conditions

to accomplish cleaning assignments.

• Communicated status of assignments with sanitation

team.

• Carried out general sanitation in accordance with

established quality and safety procedures and policies.

• Assisted in line cleans, changeovers and preparation of

idle equipment.

• Added correct amounts of chemicals to equipment at

required times and monitored temperature controls.

• Set controls to regulate temperature and length of cycles

and started conveyors, agitators and machines.

• Checked computer system for load specifications and

documented activities.

• Drew samples for laboratory analysis and tested solutions

for conformance to specifications such as acidity or

specific gravity.

• Quickly learned new skills and applied them to daily

tasks, improving efficiency and productivity.

• Performed duties in accordance with applicable

standards, policies and regulatory guidelines to promote

safe working environment.

Mcdonalds - Shift Supervisor

Lake Mills, WI • 01/2016 - 01/2018

• Completed store opening and closing procedures and

balanced tills.

• Responded to and resolved customer questions and

concerns.

• Helped store management meet standards of service and

quality in daily operations.

• Maintained clean and well-organized production areas to

avoid violations or unnecessary work delays due to

hazards or inefficient layouts.

• Established effective employee schedules and delegated

tasks to take advantage of individual abilities and meet

expected demands.

• Built performance-oriented culture with satisfied,

hardworking employees by clearly highlighting employee

success and developing leaders from within.

• Evaluated employee skills and knowledge regularly,

training and mentoring individuals with lagging skills.

• Conducted routine inspections of incoming materials to

check quality and compliance with established product

specifications.

• Minimized resource and time losses by addressing

employee or production issue directly and implementing

timely solutions.

• Delivered successful training to more than 50 employees

during 2 year tenure, educating on successful work

processes and productivity strategies.

• Revitalized operational structures and procedures to

successfully control turnover and waste, enhance output

and boost overall quality.

• Documented daily production and materials usage in

excel to track data for crew review.

• Trained new employees and delegated daily tasks and

responsibilities.

• Monitored employee actions for safety, sanitation and

general housekeeping compliance, proactively protecting

staff and customers from safety hazards and infection

risk.

• Identified team weak points and implemented corrective

actions to resolve concerns.

• Prepared shift summary reports for supervisor and

communicated regularly on goals and progress.

• Mentored newly hired employees on operating equipment

and safety and developed training manual to use for

reference.

• Created successful work schedules for each team

member to maintain deadlines and fully staff shifts.

• Delivered superior training and leadership to teams to

boost performance and help team members achieve

performance targets.

• Created incentive programs and contests to support and

award top performers.

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