
Aidan E
Accounting Finance Major
Habilidades

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Portfólio
Experiência profissional
Services and Operations Intern
Attention Required! | Cloudflare • Meio período
May 2026 - Aug 2026 • 3 mos
I manage and maintain client data across Orion, Cambridge, and Redtail CRM to make sure everything stays accurate across our custodial relationships. I also work on the firm's website through Emerald Connect, building out service pages, team bios, and branded graphics, and I put together client-facing documents covering our Investments, Insurance, and Business Planning offerings. Outside of that, I've gotten hands-on with operational projects like our phone system and communications audit, and I'm always looking for ways to streamline internal processes so the team can serve clients more efficiently.
Retail Sales Associate
UPS
Jun 2023 - Jan 2026 • 2 yrs 7 mos
Responsible for packing and shipping items while providing additional services including printing, returns, faxing, and shredding. Engaged in extensive customer consultations to ensure clients made informed decisions regarding their shipping and business needs. Maintained high levels of customer service in a fast-paced retail environment.