Erica Zippel Email & Phone Number

New York, NY, US

New York City Metropolitan Area

Trade surveillance and investment guideline monitoring

Boston, Massachusetts, United States

Generated $16k+ in personal sales per month for The Retail Shop at Sports Club Boston.Surpassed individual sales goal every month of employment by leveraging in-depth product knowledge and exceptional customer service skills.Communicated with members daily both in-store and online to establish a loyal, upscale client base.Trained incoming shop employees on.

New York, New York, United States

Advised Asset Management product heads on improving the structure and content of collateral materials.Analyzed Firm’s investor documents to extract conflicts of interest and devise mitigation strategies.Coauthored the Firm’s 2022 Travel & Expense Policy with a team of 7 employees and summer analysts.Reviewed cross-border investment management and advisory.

Boston, Massachusetts, United States

Acted as the CFO overseeing $124k worth of income and managing how it is spent dynamically during a unique COVID period.Reconstructed a $138,503 budget to a reduced $65,852 for a chapter of 110 members.Determined essential expenditures when allocating funds in the budget to ensure membership retention.Presented weekly financial reports to members, the.

Columbia, South Carolina, United States

Drafted indictments, trial briefs, plea summaries, and sentencing sheets for trials and pleas.Researched statutes, court opinions, and SEC regulations for cases involving murder, securities fraud, breach of trust, obtaining under false pretenses, and insurance fraud.Created trial files by collecting, organizing, and summarizing investigative documents and.

Columbia, South Carolina, United States

Designed lesson plans for a variety of skill and age levels.Integrated and applied past tennis experience to coach a camp of 28 players.Established an engaging environment to simultaneously promote player growth and enjoyment.