Steven Venegas Email & Phone Number

Linden, Nj, Us

Secaucus, New Jersey, United States

• Informed clients about investment value in various assets• Maintained accurate records of all client interactions and transactions in accordance with company policy and regulatory requirements.• Recruited new clients through proactive marketing initiatives and word-of-mouth referrals.• Evaluated client needs for both immediate and future goals• Analyzed economic trends to supply current investment insights

Bridgewater, New Jersey, United States

• Maintained accurate invoice summaries and collection records, ensuring 100% accuracy on billing and cash flows.• Managed large amounts of financial data using balance sheets, profit and loss reports, and online databases using QuickBooks.• Reconciled bank statements and investment accounts worth up to $500,000 to ensure accuracy.• Recorded various financial transactions and analyzed financial statements

Roselle, New Jersey, United States

* Provided exceptional service to high volume of daily customers.* Trained new employees to perform duties.* Operated POS terminals to input orders, split bills and calculate totals.* Maintained polite and professional demeanor to patrons to encourage inquiries and order placements.* Checked with guests to get feedback on food served, resolve issues, bring additional items and refill beverages.* Explained menu items, describing ingredients and cooking methods upon request.