1. Jaclyn N. Menendez
18 Worthington Drive• West Grove, PA 19390 • 484.643.2757 • JM736071@wcupa.edu
EDUCATION
West Chester University, West Chester, PA; AACSB accredited Graduated December 2014
• GPA 3.384, ACC-GPA 3.27, Academic award Spring 2012 Bachelors in Accounting
• Communication and written skills in Spanish
EXPERIENCE
Sales consultant, 25-30 hours weekly
Forever Formals April
2009 – Present
• Improve and oversee merchandise orders on a daily basis Kennett Square, PA
• Integrate new inventory & monitor inventory changes
• Increase customer satisfaction by working effectively with customers
• Respond quickly and effectively to customer dissatisfaction
• Contribute valuable marketing strategies to adapt changes in the market
• Can use Microsoft Word, Excel, and PowerPoint
• Utilize Excel to create and analyze sales spreadsheets that I create monthly
• Skilled in establishing employee/client relationships
• Collaborate with and encourage other employees
• Excellent communication skills with clients
Intern in Wealth Management, 20 Hours weekly Fall 2014
Semester
Elko & Associates
• Utilize excel to make budget spreadsheets and financial analysis
• Create Morningstar reports to analyze stock, bond, and mutual fund growth for clients
• Use VIP software to analyze clients income and expenses
• Create reports for clients for meetings
• Sit in client meetings to take notes and alter client information during meeting
• Call various investment companies to help clients manage accounts
• Process and scan new client information into the system
• Update and scan documents into GoFileRoom
• Dedicated employee with strong work ethic and good problem solving skills
• Very adaptable and strive for improvements in my work ethic
ACTIVITIES
• Volunteered in a bake sale raising money for Lupus
• Volunteered in a little league baseball fundraiser for Avon Grove
• Babysit on occasion when needed
2. • Assist in preparing for prom and bridal shows
• Attend and volunteer at various shows and charities involved with my job