Kate Matis

Experience

• 

  Rocky River Recreation Department

  May 2017 - Aug 2019

  Concession Stand Worker

  • Controlled cash management of Concession Stand including opening and closing of cash register.• Communicated with customers to provide the best service and ensure satisfaction.• Learned how to problem solve and adapt quickly to adversity as challenges arose requiring immediate attention.• Trained 9 new employees on customer service, proper cleaning, and other important skills through leading by example.

• 

  The Fedeli Group

  Jun 2020 - Aug 2020

  Summer Intern

  • Operated EPIC software to enter credit card entries, updated client accounts and settings, and managed document scanning for vendor correspondence.• Managed mail room duties including machine operation and maintenance as well as distributing incoming and outgoing mail.• Coordinated on various special projects for CFO and Accounting department.• Practiced interpersonal skills in working with various departments and employees to exceed expectations.

• 

  JPMorgan Chase & Co.

  Jun 2022 - Aug 2022

  Financial Advisor Development Track Summer Analyst
• 

  J.P. Morgan Securities LLC

  Jul 2023 - Sept 2024

  Investment Professional I