Joshua Pendergast

Experience

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  Widener University

  Sept 2017 - Jan 2019

  Floor Supervisor, Wellness Center

  Maintained schedules for multiple sports teamsInformed teams, clubs, students, and faculty about upcoming eventsMaintained a database of visitor’s informationExamined budgets for irregularities

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  Ion Bank

  Feb 2018 - Jun 2020

  Bank Teller

  • Followed BSA, IRS, and FDIC regulations• Performed daily cash recognition while maintaining perfect balancing• Maintained pre and post transaction documents• Assisted with research projects to identify potential clients• Created a database for potential clients• Identified client’s needs and suggested financial instruments• Accurately completed transactions requiring precision, focus, and multitasking• Informed customers and sold products to reach performance goals• Exceeded sales targets for multiple quarters Show less

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  GameBreaker

  Jun 2020 - Aug 2020

  Assistant Coach

  • Designed practices, and drills to challenge and improve players• Built and implemented offensive and defensive plans• Helped schedule games, practices, and transportation for team members• Motivated players to perform at their best• Monitored the health and safety of all players

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  Okapi Partners LLC

  Nov 2020 - Mar 2021

  Investor Relations Analyst

  • Solicit proxy votes by educating shareholders on corporate actions, board, and shareholder proposals.• Research, analyze and summarize relevant investment community statistics and news.• Work closely with the investor relations team to ensure the proper narrative is communicated to clients.•Explained Proxy Statements to Shareholders.•Explained Board recommendations to Shareholders.

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  Rosenberg & Fecci Consulting

  Mar 2021 - now

  Senior Analyst

  • Conducted Field Exams and Due Diligence for financial services, ensuring accuracy and compliance.• Collaborated with lenders and investors to provide specialized financial solutions tailored to diverse industries.• Analyzed financial data and collateral to support the decision-making processes.