resume,rnatalie

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Natalie Rodriguez [email protected] (267) 469-1723 Education Pennsylvania State University, Abington, PA Class of 2016 Bachelors of Science: Business Administration, Financial Services Option Relevant Coursework: Microeconomics, Basic Management Concepts, Business Calculus, Business Statistics, Corporate Finance, Business Information Systems, Financial/ Managerial Accounting, Marketing, Negotiating for Business Professionals, Business Law, Risk Management, Investment Valuation, and Financial Modeling Work Experience Horsemen Partners, Willow Grove, PA Financial Analyst Intern January 2016-Present Leading customized proprietary search through marketing and outreach Researching and analyzing business and industry financials to provide data for decision-making PNC Bank, Philadelphia, PA June 2015- December 2015 Bank Teller Managed retail and commercial transactions of over $30,000 a day and report cash balance Identified and referred sales opportunities to meet monthly sale quotas Provided outstanding customer service and maintain relationships in a multi-tasking environment New York Life Insurance, Bala Cynwyd, PA May 2014-December 2014 Sales Intern Prospected for potential clients to offer fixed annuities, life and health insurance Developed and implemented marketing plans for insurance and retirement planning needs Presented potential solutions by utilizing financial analysis to suggest products and services Kats, Jamison & Associates, Feasterville, PA June 2013-April 2014 Legal Assistant Communicated effectively with claims adjusters, medical examiners, attorneys and provided exceptional customer service to existing/potential clients Organized and maintained client files including medical records and legal documentation for the preparation of discovery demands Translated for Spanish speaking clients interviews, meetings and intake services Leadership/Activities SHE, an activist organization, President/Founder September 2014-Present Register the club with Student life, draft a constitution, create an operational budget and organize a board Lead five executive board members to achieve organizational goals outlined in the constitution Plan, collaborate and implement on and off campus events Alternative Spring Break, Lion Lead March 2015 Traveled to Washington D.C and completed community projects, including homeless street outreach, delivering food, preparing meals for homeless at shelters Facilitated and created reflection topics and oversaw the learning and safety of 10 student volunteers Planned travel to and through Washington D.C Planned Parenthood Southeastern Pennsylvania, Health Center Advocacy Program Intern June 2015-August 2015 Organized grassroots activities to support PPSP’s legislative and electoral priorities Recruited and coached volunteers for events and/or rallies Coordinated community outreach events in the community by providing information tables at farmers’ markets, festivals, and events Skills Computer: MS Office (Word, Excel, PowerPoint, Outlook), Needles Case Management Software Languages: Fluent in English and Spanish (written and verbal)

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Page 1: Resume,RNatalie

Natalie Rodriguez [email protected]

(267) 469-1723

Education

Pennsylvania State University, Abington, PA Class of 2016

Bachelors of Science: Business Administration, Financial Services Option

Relevant Coursework: Microeconomics, Basic Management Concepts, Business Calculus, Business Statistics,

Corporate Finance, Business Information Systems, Financial/ Managerial Accounting, Marketing, Negotiating for

Business Professionals, Business Law, Risk Management, Investment Valuation, and Financial Modeling

Work Experience

Horsemen Partners, Willow Grove, PA

Financial Analyst Intern January 2016-Present

Leading customized proprietary search through marketing and outreach

Researching and analyzing business and industry financials to provide data for decision-making

PNC Bank, Philadelphia, PA June 2015- December 2015

Bank Teller

Managed retail and commercial transactions of over $30,000 a day and report cash balance

Identified and referred sales opportunities to meet monthly sale quotas

Provided outstanding customer service and maintain relationships in a multi-tasking environment

New York Life Insurance, Bala Cynwyd, PA May 2014-December 2014

Sales Intern

Prospected for potential clients to offer fixed annuities, life and health insurance

Developed and implemented marketing plans for insurance and retirement planning needs

Presented potential solutions by utilizing financial analysis to suggest products and services

Kats, Jamison & Associates, Feasterville, PA June 2013-April 2014

Legal Assistant

Communicated effectively with claims adjusters, medical examiners, attorneys and provided exceptional customer

service to existing/potential clients

Organized and maintained client files including medical records and legal documentation for the preparation of

discovery demands

Translated for Spanish speaking clients interviews, meetings and intake services

Leadership/Activities

SHE, an activist organization, President/Founder September 2014-Present

Register the club with Student life, draft a constitution, create an operational budget and organize a board

Lead five executive board members to achieve organizational goals outlined in the constitution

Plan, collaborate and implement on and off campus events

Alternative Spring Break, Lion Lead March 2015

Traveled to Washington D.C and completed community projects, including homeless street outreach, delivering food,

preparing meals for homeless at shelters

Facilitated and created reflection topics and oversaw the learning and safety of 10 student volunteers

Planned travel to and through Washington D.C

Planned Parenthood Southeastern Pennsylvania, Health Center Advocacy Program Intern June 2015-August 2015

Organized grassroots activities to support PPSP’s legislative and electoral priorities

Recruited and coached volunteers for events and/or rallies

Coordinated community outreach events in the community by providing information tables at farmers’ markets,

festivals, and events

Skills

Computer: MS Office (Word, Excel, PowerPoint, Outlook), Needles Case Management Software

Languages: Fluent in English and Spanish (written and verbal)

Page 2: Resume,RNatalie