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
************@*****.*** organization, time management and communication skills.
Organized and dependable candidate successful at
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.