Kate Matis

Kate Matis

Concession Stand Worker

Followers of Kate Matis618 followers
location of Kate MatisColumbus, Ohio, United States

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  • Timeline

  • About me

    Senior Investment Professional at J.P. Morgan Securities LLC

  • Education

    • The Ohio State University

      2019 - 2023
      Bachelor's degree Finance

      Activities and Societies: Omega Gamma

  • 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
  • Licenses & Certifications

    • Series 7

      FINRA
      Sept 2023
    • Securities Industry Essentials

      FINRA
      Jul 2022
    • Series 63

      FINRA
      Sept 2023
    • Qualified Undergraduate Interview Candidate Certification (QUIC)

      The Ohio State University Fisher College of Business
      Nov 2021
      View certificate certificate