Amanda Davis
Bloomington
Summary
I am a self-directed, highly energetic, finance student motivated to apply both my business education and investment advisory firm experience to new opportunities. Poised with a strong work ethic and organizational skills, I am eager to contribute and advance my experience to realize optimum team success in any setting.
Overview
5
5
years of professional experience
Work History
Assistant
Capital Management Consultants
05.2024 - Current
- Completed Intuit Bookkeeping Basics Certification which allowed me to help with QuickBooks for organizing business expenses
- Generated reports and analyses for IARs
- Updated client financial profiles and other service requests
- Organized office filing system, answered calls and placed supply orders
- Scanned client files to help in transitioning firm to paperless filing system
- Assisted in compliance updates with firm's compliance attorney
- Continue to work part-time by offering technical assistance year-round
Server
Bobbers
05.2021 - 08.2023
- Built rapport with guests and staff at local lakeside restaurant as a server throughout summers in high school
- Provided training to new servers and worked closely with manager
- Ensured guest satisfaction by offering pairings and suggestions to increase sales
- Managed opening and closing duties to facilitate restaurant operations
Team Lead
Pretty & Pink Kids Mobile Spa
12.2019 - 08.2023
- Guided team through birthday celebrations for children, managing diverse customer needs
- Engaged in collaboration with both the parents and my co-workers, ensuring a delightful ambiance and safe environment
Education
Bachelor of Science - Finance & Real Estate
Kelley School of Business
Bloomington, IN05.2027
High School Diploma -
Lake Zurich High School
Lake Zurich, IL05.2023
Skills
- Microsoft Excel
- QuickBooks
- Analytical Thinking
- Problem Solving Skills
- Attention to Detail
- Research and Due Diligence
- Community Relations Skills
- Social Media Marketing Skills
Volunteer Experience
Founder/President, Pooch Protection Program, 09/20, 08/21, Founded charity during pandemic to meet community need., Created website and other media marketing sources to advertise what our charity does and how to donate., Organized a food drive event with our high school's student council and received over 300 donations., Collaborated with food pantries by becoming an extension of their charity to further help local families' pet needs.
Timeline
Assistant
Capital Management Consultants
05.2024 - Current
Server
Bobbers
05.2021 - 08.2023
Team Lead
Pretty & Pink Kids Mobile Spa
12.2019 - 08.2023
High School Diploma -
Lake Zurich High School
Bachelor of Science - Finance & Real Estate
Kelley School of Business
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