Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
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Josh Copus

Future Analyst

Summary

Eager forever learner studying to work in tech and become a Data Analyst. Independently learned IT basics. Currently enrolled in a Data Analytics bootcamp where skills like Microsoft Excel, SQL, Tableau, and Agile environments are being learned. Self taught novice in Photoshop and Premiere to stream on Twitch. Several years of management and customer service experience.

Overview

10
10
years of professional experience
6
6
years of post-secondary education

Work History

High Net Worth Representative

Fidelity Investments
Durham
12.2021 - Current
  • FINRA Series 7 & 63 Certified
  • Trusted with handling transactions with high dollar amounts without error.
  • Updated clients on changes in tax laws and other regulations affecting investments.
  • Knowledgeable with the different products of the company with an understanding how how to best help with getting the client exactly what they need.
  • Helped clients make informed decisions about financial future.
  • Educated clients on financial topics and best practices.

Assistant Manager

Aramark/Lifeworks
10.2019 - 12.2021
  • Basic troubleshooting and repairs on equipment and POS.
  • Created employee schedules to align coverage with forecasted demands.
  • Monitored cash intake and deposit records, increasing accuracy, and reducing discrepancies.
  • Completed regular inventory counts to verify stock levels, address discrepancies, and forecast future needs.

Assistant Manager

Power Up Cafe at Credit Suisse
10.2017 - 10.2019
  • Often works alone and has to multitask to make sure the customers are given great service while maintaining the store.
  • Creating and implementing new drinks and promotions to increase sales.
  • Assist in selecting and hiring new employees as well as training them in multiple stores.
  • Monitored security to protect employees, customers and property.
  • Opened and closed location and monitored shift changes to uphold successful operations strategies and maximize business success.

General Manager

Starbucks at NCSU
05.2017 - 10.2017
  • Keeping and maintaining a schedule for a staff of over 40 members
  • Keeping the staff up to date on all of the new promotions and products.
  • Maintaining sales and striving towards sales goals.
  • Managed budget implementations, employee reviews, and training.
  • Maintained effective supply levels by monitoring and reordering food stock and dry goods.

Shop Lead/Assistant Manager

Crepe Traditions
10.2013 - 05.2017
  • Responsible for staffing and scheduling.
  • Supervised baristas while ordering supplies, making cash deposits, and preparing drinks.
  • Fully trained new baristas in all of the aspects of the cafe.
  • ServSafe certified.
  • Handled most technical problems dealing with computers and the POS tablet.

Education

Bachelor of Arts - Psychology

North Carolina State University
Raleigh
05.2009 - 05.2015

Skills

Microsoft Excel

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Accomplishments

  • Streamed on Twitch to over 500 followers
  • CompTIA IT Basics

Timeline

High Net Worth Representative

Fidelity Investments
12.2021 - Current

Assistant Manager

Aramark/Lifeworks
10.2019 - 12.2021

Assistant Manager

Power Up Cafe at Credit Suisse
10.2017 - 10.2019

General Manager

Starbucks at NCSU
05.2017 - 10.2017

Shop Lead/Assistant Manager

Crepe Traditions
10.2013 - 05.2017

Bachelor of Arts - Psychology

North Carolina State University
05.2009 - 05.2015
Josh CopusFuture Analyst