Experienced in warehouse, machinery, and retail roles. Excels in any position with a strong work ethic. Collaborative team player, eager to support colleagues and acquire new skills. Prioritizes safety for self and team members in all tasks. Motivated, tech-savvy, organized, and reliable candidate.
Overview
10
10
years of professional experience
Work History
IRA Specialist
Synchrony
06.2022 - 05.2025
Created comprehensive reports detailing account activity for both internal review and client presentation purposes.
Collaborated with cross-functional teams to develop new investment products for IRA portfolios.
Improved overall team productivity by developing training programs focused on best practices for managing IRAs.
Maintained detailed knowledge of relevant IRS rules governing Traditional, Roth, SEP and SIMPLE IRAs.
Implemented new technologies to improve workflow efficiency and data accuracy within the IRA department.
Facilitated successful resolution of account discrepancies by working closely with clients and internal stakeholders.
Assisted clients with retirement planning, offering tailored advice based on their financial goals.
Millwright
Automatic Systems Inc
02.2021 - 05.2022
Replaced defective parts of machines and adjusted clearances and alignment of moving parts.
Made repairs and modified equipment by welding, soldering and brazing to avoid production delays.
Used hoisting and rigging equipment to move heavy machinery and equipment.
Operated machine tools to fabricate parts during overhaul, maintenance, or setup of machineries.
Adeptly utilized a range of hand tools, power tools, and precision measuring instruments to ensure accurate workmanship in all tasks.
Adhered to all workplace safety policies, regulations and compliances.
Facilitated smooth operations during peak periods, effectively handling increased workload without compromising quality or timeliness of deliveries.
Implemented effective time management strategies, significantly increasing productivity within tight deadlines.
Demonstrated adaptability and flexibility in response to changing demands or priorities, effectively navigating challenges while maintaining a high level of productivity.
Contributed to a safe working environment by adhering to strict safety protocols during all tasks.