Joseph Perry

Experience

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  Aqua Systems

  Jun 2019 - Aug 2020

  Drive Thru Attendant

  - Educated customers on products so they could make smart decisions for their home water system- Improved customer satisfaction by loading heavy products into their vehicles- Organized and cleaned warehouse for future utilization

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  The Sandwich Shop

  Jun 2019 - Jul 2020

  Food Service Worker

  - Assisted customers by collecting and relaying order information- Improved customer satisfaction by filling customer requests- Organized and processed transactions quickly which increased the restaurant's nightly customer capacity

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  Indiana University Residential Programs and Services

  Sept 2020 - Mar 2021

  Participant Associate

  - Enforced company policy to ensure healthy environment for participants- Communicated with staff to bring attention to broken equipment

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  Vanguard National Trailer

  Nov 2020 - Jan 2021

  Accounting Intern

  - Organized and filed more than 400 financial records to improve efficiency of accounting department- Scanned and constructed archives of past financial records to improve accessibility of data- Applied knowledge of basic accounting terms and practices to contribute to accounting process

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  College Works Painting

  Mar 2021 - Aug 2021

  Branch Manager

  - Created and implemented a marketing strategy to reach over 2000 potential customers and garner 73 leads- Completed 33 estimates, which led to $71,000+ in sales and achieved the highest sales rate in Northern Indiana- Hired, managed, and trained six employees in a tough job market to produce jobs efficiently- Executed production with limited waste and accurate projections resulting in an above-average 30% profitability

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  Indiana University Residential Programs and Services

  Aug 2021 - May 2024

  Resident Assistant

  - Managed and mentored over 100 freshmen residents to enhance their residential, academic, and social experience- Planned, organized, and executed events to build community and promote camaraderie among residents- Fulfilled administrative duties to ensure physical and mental well-being of residents, guests, and staff

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  Oxford Financial Group, Ltd.

  May 2022 - Jul 2022

  Wealth Management Intern

  - Automated internal processes for various departments through the use and application of Microsoft Excel- Generated deliverables for both external and internal-facing roles regarding emerging company initiatives- Rotated through various departments to better understand the industry while completing department-specific tasks

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  Morgan Stanley

  Aug 2022 - Apr 2023

  Wealth Management Intern

  - Developed internal tools to improve efficiency in constructing effective bond portfolios- Utilized Excel to generate dynamic, client-facing models to demonstrate projected cash flows- Created pitchbooks for prospective clients to increase understanding of the group’s value proposition

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  J.P. Morgan Private Bank

  Jun 2023 - Aug 2023

  Summer Analyst