Sam Hauptly Email and Phone Number
I am a Financial Management professional who recently graduated with a BSBA degree in Finance and minor in Real Estate Finance from Bloomsburg University, PA. I am well-trained on how to drive organizational growth and profitability by implementing strategies that enhance operating efficiency and cost-effectiveness.My professional experience includes serving as a Portfolio Management Assistant at CC & JJ Investments, as a Sorting and Loading Assistant with UPS among other roles.I am good at aligning day-to-day operations with business objectives; coordinating budgeting, procurement and bookkeeping; as well as leading work teams and handling customer service.
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Package HandlerUps May 2022 - PresentBethlehem, Pennsylvania, United StatesI have experience as a package sorter and loader at a UPS warehouse located in Bound Brook NJ and Bethlehem PA. I was cross trained as a loader, sorter, and driver assistant, which has allowed me to become familiar with how UPS operates as a company. Performed efficient sorting and loading of packages based on destination and delivery schedules.Collaborated with team members to ensure timely and accurate shipment processing.Maintained inventory accuracy by verifying and organizing packages for distribution.Assisted in other warehouse duties as needed, contributing to overall team productivity. -
Investment Analysis InternCc & Jj Investments Jan 2023 - May 2023New Jersey, United StatesGained experience in managing client portfolios. I achieved this by analyzing different data points and client end goals. I assisted in the analysis of overall market conditions, earnings reports, and company news.Assisted the senior portfolio manager in analyzing and optimizing client portfolios to maximize returns while minimizing risk.Conducted research on market trends, investment options, and financial instruments to inform investment strategies.Prepared investment proposals, reports and presentations for client meetings and portfolio reviews.Assisted in maintaining accurate client records and portfolio documentation.Contributed to the development of risk assessment strategies for portfolios.
Sam Hauptly Education Details
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Finance, General
Frequently Asked Questions about Sam Hauptly
What company does Sam Hauptly work for?
Sam Hauptly works for Ups
What is Sam Hauptly's role at the current company?
Sam Hauptly's current role is Recent Graduate from Bloomsburg University, BSBA Business Administration/Finance..
What schools did Sam Hauptly attend?
Sam Hauptly attended Bloomsburg University Of Pennsylvania.
Who are Sam Hauptly's colleagues?
Sam Hauptly's colleagues are Brianne Landry, Manzoor Elahi, Brandon Musselman, Xavier Bouet, Jon Weed, Jennifer Pulliam, Joshua Pauly.
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