John Slattery
San Jose
Summary
Fully licensed Financial Representative. Highly motivated and goal-driven Finance and Analytics graduate, skilled in collecting, monitoring and studying data to analyze financial status and recommend business strategy. Tech-savvy in use of spreadsheets, accounting and financial management software as well as database management software. Seeking a position where I can enhance my skills and further prove my value to my team.
Overview
6
6
years of professional experience
Work History
Financial Representative
Fidelity Investments
Palo Alto, CA
10.2023 - Current
- Increased client satisfaction by providing comprehensive financial advice and personalized solutions and support.
- Built strong relationships with clients through transparent communication and trust-building activities.
- Delivered prompt, informative responses to client inquiries, fostering a positive customer experience.
- Ensured regulatory compliance with thorough documentation and diligent monitoring of transactions.
- Acquired SIE, Series 7, and Series 66 Licenses.
Operations Manager
Locale
San Jose, CA
01.2023 - 05.2023
- Devised processes to boost operational efficiency and increase our perfect order rate.
- Hired, onboarded and trained personnel, working to establish key internal functions and increase labor pool.
- Scheduled employees for all weekly operations including: Inventory, product receiving, delivery prep, and day of delivery.
- Supervised 25-40 employees on our delivery days ensuring our customer orders were packed efficiently and accurately.
- Worked closely with the Head of Finance and the founders to ensure cash burn was kept under control.
- Managed operations during the time we improved our perfect order rate by over 20% and achieved positive margins for the first time as a company.
Department Head
Locale
San Jose, CA
05.2022 - 01.2023
- Assisted in the smooth running of the cold food department where we were responsible for an industrial grade fridge and its inventories
- Maintained clean, adequately stocked and organized warehouse by streamlining daily operations and introducing new procedures
- Managed 5-15 people depending on the day.
Student Manager Women's Basketball
Santa Clara University
Santa Clara, CA
09.2021 - 02.2022
- Recorded over 20 unique statistics on the team and performed analysis in a manner that would inform coaching staff and their personnel decisions.
- Worked closely with the coaching staff to facilitate the smooth running of practices and game day activities.
- Ensured practices were kept on schedule and on time.
- Ran the shot clock and game clock in order to better simulate game time action.
- Retrieved and delivered game day meals to the team and coaching staff.
- Filmed both practices and games.
Finance Intern
Scranton/Wilkes-Barre RailRiders
Scranton, PA
05.2020 - 09.2020
- Was to intern with the finance department of the Scranton Wilkes RailRiders prior to the forced postponement of this position due to Covid-19.
Practice Player Women's Basketball
Santa Clara University
Santa Clara, CA
10.2017 - 02.2020
- Worked closely with coaching staff to simulate game-time offensive and defensive schemes for the team
- Met all eligibility requirements with the NCAA consistently as a well-rounded and active contributor to the team.
- Attended all practices as scheduled, and was always ready to do what the coaching staff needed me to do for the team.
Security Team Member
Live Nation Entertainment
Atlanta, GA
07.2019 - 09.2019
- Member of the seasonal security team at Celairis Amphitheater at Lakewood
- Ensured a safe environment for all guests
- Worked to keep illicit items out of the venue as well as to maintain a fun orderly environment
Education
Master of Science - Finance And Analytics
Santa Clara University
Santa Clara, CA12.2022
Bachelor of Science - Finance
Santa Clara University
Santa Clara, CA06.2021
High School Diploma -
Our Lady of Mercy Catholic High School
Fayetteville, GA05.2017
Skills
- Microsoft Office Suite (Excel, Word, PowerPoint)
- Google Suite
- Airtable
- Data Analytics
- Financial Analysis
- Business Valuation
- Flexible Team Player
- Python
- MySQL
Timeline
Financial Representative
Fidelity Investments
10.2023 - Current
Operations Manager
Locale
01.2023 - 05.2023
Department Head
Locale
05.2022 - 01.2023
Student Manager Women's Basketball
Santa Clara University
09.2021 - 02.2022
Finance Intern
Scranton/Wilkes-Barre RailRiders
05.2020 - 09.2020
Security Team Member
Live Nation Entertainment
07.2019 - 09.2019
Practice Player Women's Basketball
Santa Clara University
10.2017 - 02.2020
Master of Science - Finance And Analytics
Santa Clara University
Bachelor of Science - Finance
Santa Clara University
High School Diploma -
Our Lady of Mercy Catholic High School