Jenny Ly

Experience

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  Interact: Rotary Sponsored Club

  Jun 2014 - Jun 2015

  Treasurer

  • Direct investment of funds and cash management activities• Handled 20 mergers and acquisitions per academic year• Lead and directed up to 65 club and community service events per each academic year• Raised at least $4,000 for non-profit organizations through fundraising• Reached to community leaders to create projects to better the community.

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  University at Buffalo, Vietnamese Student Association

  Nov 2015 - May 2017

  • Oversaw and managed executive board roles, including resignations, impeachment and interpersonal relationships• Determined and provided project management for up to 15 events per semester• Direct investment of funds and cash management activities • Created and submitted new purchases orders for weekly activities • Maintained and submitted accurate records of organizations funds• Led fundraising efforts resulting in raising $5000 • Manages social media outlets and the image of the organization in a positive light• Promotes organization with a strategic communication process that builds mutually beneficial relationships between organizations and their publics

  • President

    Oct 2016 - May 2017

  • Treasurer

    Apr 2016 - Oct 2016

  • Public Relations

    Nov 2015 - Apr 2016
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  Cara Mia Pet Resort

  Jun 2016 - Jan 2019

  Manager

  • Maintained and managed basic needs of pets such as mediation, food, water, and grooming • Emphasized excellent customer service internally and externally; created new ways of communicating with customers that helped client retention by 95%• Organized and monitored pet files for current vaccines to maintain a safe environment• Provide oversight and direction to staff in accordance with the policies and procedures• Solicited information from administrative staff to make informed decisions regarding operational changes• Devised strategic marketing and sales plans to improve revenues, profitability, and brand recognition Show less

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  KeyBank

  Jun 2017 - Aug 2018

  Bank Teller

  • Handled and average of 500 customer transactions per day with a high degree of accuracy• Demonstrated outstanding customer service skills by consistently exceeding customer satisfaction goals• Proven ability to handle difficult customer situations and resolve complaints in a professional manner• Actively upsold bank products and services to customers, resulting in increased revenue• Consistently achieved or exceeded all performance goals becoming the top performer in the teller department Show less

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  Sandhill Investment Management

  Jan 2019 - Mar 2023

  • Data Coordinator

    Dec 2022 - Mar 2023

  • Operations Associate

    Jan 2019 - Dec 2022
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  Clean Yield Asset Management

  Mar 2023 - now

  Operations and Reconciliation Manager