Gerald Lowe

Experience

• 

  Kutztown University of Pennsylvania

  Aug 2017 - May 2019

  • Business Lab Assistant

    Feb 2018 - May 2019

  • Information Desk Attendant

    Aug 2017 - Jun 2018
• 

  PSECU

  Apr 2018 - Aug 2020

  - Adhered to PSECU’s internal controls established for the Financial Education Center.- Complied with all established University Development procedures.- Assisted with a variety of operational procedures for the purpose of dual control.- Assisted the Manager with the daily operation of the Financial Education Center. - Presented credit and student loan workshops for faculty, staff and students- Promoted and retain PSECU memberships in the Financial Education Center, on campus and throughout the community- Applied sales experience and product knowledge to procure new members- Utilized internal diagnostic methods to resolve members’ problems

  • Assistant Manager

    May 2018 - Aug 2020

  • Financial Education Center Intern

    Apr 2018 - May 2018
• 

  Kutztown University College of Business

  Jan 2020 - Dec 2020

  Applied Investment Management Fund Manager

  - Managed the student-run investment fund of around $800,000 on behalf of the university.- Utilized FactSet market intelligence software to analyze potential equity purchases. - Analyzed and updated current Investment Policy Statement to diversify the portfolio with fixed-income securities.

• 

  Condor Cargo

  May 2020 - Aug 2020

  Financial Operations Intern

  - Conducted an interdivisional financial analysis that led to more effective internal billing.- Managed the third-party logistics operation resulting in consistent month-over-month revenue growth. - Drafted ongoing Standards of Procedures to simplify the onboarding process for new hires. - Provided feedback on the entire intern experience in a formal report to the CEO and GM.- Assisted in rate sheet negotiations with contracted carriers sucha as FedEx and USPS.- Assisted in the implementation of a new warehouse management system.- Conducted financial viability analyses on new potential projects. Show less

• 

  Kutztown University of Pennsylvania

  Aug 2020 - Dec 2020

  Accounting Intern
• 

  Kutztown University Foundation

  Nov 2020 - May 2021

  AIM Scholar

  - Identified initiatives to further the influence sphere of the Applied Investment Management program among undergraduates and alumni.- Lead seminars and workshops to enrich undergraduates' knowledge of the financial markets.- Partnered with various departments and organizations on-campus to enhance the "A.I.M. Experience" for current analysts.- Managed a team of analysts to create and distribute marketing content on various social media outlets.

• 

  Condor Cargo

  Jun 2021 - May 2022

  Business Analyst

  - Assist with the implementation and support of business information systems across multiple business segments.- Monitor data metrics to ensure internal reporting needs are met.- Provide financial insights that help the decision-making process to align capital and resource allocation across multiple business segments.- Manage projects, developing project plans, and monitoring performance.- Lead ongoing reviews of business processes and developing optimization strategies.