Experience

J. Rockcliff Realtors

• Real Estate
• 1 - 100 Employee

• Realtor

  • Apr 2015 - Present

  Watch my video below and get to know me because I look forward to getting to know you! Watch my video below and get to know me because I look forward to getting to know you!



David White & Associates

• United States
• Financial Services
• 1 - 100 Employee

• Financial Planner Associate

  • May 2014 - Apr 2015



National Foreclosure Analysts

• Professional Consultant

  • 2014 - Apr 2015



Edward Jones

• United States
• Financial Services
• 700 & Above Employee

• Business Office Manager

  • Aug 2013 - Apr 2014

  I was responsible for the creation and maintenance of client portfolios and investment updates. I regularly managed and processed client account deposits, money and account transfers, and new client account paperwork. Regular and consistent coordination with our product partners were essential in building business relationships. I routinely prepared insurance applications for the branches financial advisor. Continuous and detailed attention to client paperwork and timely coordination in processing was always a must. Additionally, a large part of the financial business is prospecting for new clients. I handled monthly mailers, postcards and assisted in planning seminar events. Show less



Pacific Advisors

• United States
• Financial Services
• 100 - 200 Employee

• Executive Administrative Assistant

  • Aug 2012 - Aug 2013

  I am core support to a private financial planner. My focus is on client management utilizing the Living Balance Sheet program. I am also in a support role assisting with application preperations, correspondance and follow-up. In addition I assist in client appointments and maintaining effective client relations. I am core support to a private financial planner. My focus is on client management utilizing the Living Balance Sheet program. I am also in a support role assisting with application preperations, correspondance and follow-up. In addition I assist in client appointments and maintaining effective client relations.



Lincoln Financial Network

• United States
• Financial Services
• 700 & Above Employee

• Executive Administrative Assistant & Recruiting Coordinator

  • Feb 2006 - Jun 2011

  * Organize and maintain a complex schedule of appointments, including telephone conferences, video, audio links, and all travel arrangements. * Track and detail financial account changes for all financial planners within the Northern California Regional Planning Group * Prepare materials for meetings with clients and prospects * Organize, manage, and maintain all recruiting literature for both email and mail advertisement * Prepare and arrange for large-scale on-site and off-site meetings * Log and process weekly expense reports * Spearheaded the learning and training of other employees on a new recruiting management system * Collect, manage, and process contracting and licensing paperwork for new hires * Developed and maintained several new recruiting databases for efficient and accurate tracking of recruits Show less



Gemini Crickets Parents of Multiples

• Board Member, Secretary

  • Jun 2004 - Jun 2005

  * San Jose based club for parents of multiples. * Board Member/Secretary * Coordinated board meetings, lectures, and fundraising events. * Compiled reports and maintained all meeting notes, financial documents, and calendars. * San Jose based club for parents of multiples. * Board Member/Secretary * Coordinated board meetings, lectures, and fundraising events. * Compiled reports and maintained all meeting notes, financial documents, and calendars.



Santa Clara County Mental Health/Fair Oaks Mental Healther Center

• Psychology Intern/Direct Clinical And Case Management Services

  • Sep 2000 - Aug 2001

  * Developed and implemented treatment plans to assist and motivate individuals under my care. * Maintaned all confidential records of clients as well as appointment schedules. * Collaborated with other professionals on directing necessary treatment planning * Developed and implemented treatment plans to assist and motivate individuals under my care. * Maintaned all confidential records of clients as well as appointment schedules. * Collaborated with other professionals on directing necessary treatment planning



Caminar/Innovative Programs for Social Rehabilitation

• Psychology Intern/Clinical and Case Management Services

  • Sep 1999 - May 2000

  * Coordinated and planned goals for growth, with intent to increase individuals’ abilities to attain and maintain independent living skills. * Generated and maintained case notes and all legal forms. * Assisted clients in their job searches and supervised their relationships with work supervisors and co-workers * Coordinated and planned goals for growth, with intent to increase individuals’ abilities to attain and maintain independent living skills. * Generated and maintained case notes and all legal forms. * Assisted clients in their job searches and supervised their relationships with work supervisors and co-workers



YMCA: Project FOCYS/Family Outreach for Counseling and Youth Services

• Psychology Intern

  • Sep 1998 - Jun 1999

  * Maintaned client appointment schedules and confidential records. * Coached individuals in improving and maintaing healthy problem solving skills. * Co-lead parenting groups with the intent to teach more effective parenting, and conflict resolution skills. * Maintaned client appointment schedules and confidential records. * Coached individuals in improving and maintaing healthy problem solving skills. * Co-lead parenting groups with the intent to teach more effective parenting, and conflict resolution skills.