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
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
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
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
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
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
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
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
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