Sales Development Representative

Rate, USD
Not specified
Work schedule
Full Time,
Language skills
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About me

I am a highly motivated Sales Development Representative with experience in client relations, utilizing digital tools, financial reporting, strategy, and thriving in fast-paced environments while collaborating within small, dynamic teams. My work is characterized by unwavering discipline, meticulous attention to detail, and a strong analytical mindset. I possess excellent written and verbal communication skills, enabling effective interaction with clients. My proficiency in client service adds depth to my functional knowledge, making me an asset for any team.

Professional area


2014/2020 Bachelor of Science in Business Administration @ Xavier University

Focus in Management

2021/2022 Strategic Planning in Public Relations @ Fanshawe College
2021/2022 Writing for Public Relations @ Fanshawe College
2021/2022 Presentations in Public Relations @ Fanshawe College
2021/2022 Web Development/HTML @ Fanshawe College


June 2019 - January 2020 Client Service Associate @ Stifel Financial Corp.

I played a key role in ensuring exceptional client experiences. My Responsibilities included managing client inquiries, facilitating account transactions, pioneering projects relative to the client experience and financial reporting, and providing administrative support to the team. Strong communication and organizational skills were essential for me to build and maintain positive client relationships and interactions. My role also involved collaborating with the internal teams to address specific client needs effectively and to be able to contribute to the overall success of the firm that year.

August 2018 - May 2019 Trade Services Analyst I/II @ USBank

At USBank I was responsible for facilitating international trade transactions. My role here involved ensuring compliance with trade regulations, processing letters of credit, and coordinating trade finance activities. Attention to detail and knowledge of trade documentation were critical to be able to manage the end-to-end trade process. My position required effective communication with clients, banks, and internal stakeholders to ensure that trade operations maintained a positive status. So my role was integral to supporting the overall global business initiatives and the maintaining of the bank’s high standards in trade services.

June 2017 - August 2017 Global Securities Management Summer Analyst @ JPMorgan Chase & Co.

As a second year intern I was able to study the world of financial markets. My responsibilities included analyzing global securities, conducting market research, and assisting in portfolio management. I worked closely with seasoned professionals, gained exposure to various asset classes and honed my analytical skills. My role there offered a unique opportunity to contribute to decision-making processes, learn about risk management, and understand the intricacies of global financial markets. It was an exciting chance to explore and make a meaningful impact in on the global securities management team.

June 2016 - August 2016 Alternative Investments - Hedge Fund Services Summer Analyst @ JPMorgan Chase & Co.

My first internship was at JPMorgan which placed me in what felt like a realm of hedge fund operations. My internship involved supporting the hedge fund services team, which had to do with fund accounting, performance reporting, and risk management. I gained a hands-on experience in evaluating alternative investment strategies and contributing to the delivery of, I guess you can say high profile, client services. This internship provided a unique opportunity for me to work closely with industry experts, understand complex financial instruments, and I developed a solid foundation in hedge fund services within an organization that taught me how to operate in the work space.

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