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District Manager at PFS Investments Inc.- Claim this Profile
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English Native or bilingual proficiency
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Spanish Native or bilingual proficiency
Topline Score
Bio
Experience
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PFS Investments
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Financial Services
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300 - 400 Employee
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District Manager
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Aug 2014 - Present
• Assist clients with debt solutions, retirement planning, education funding, income protection, and asset management • Design financial reports that provide clients a clear strategy to achieve financial freedom by their desired time-frame • Responsible for distribution, transactions, recruiting, training, event planning, field underwriting, and quality assurance • Assist clients with debt solutions, retirement planning, education funding, income protection, and asset management • Design financial reports that provide clients a clear strategy to achieve financial freedom by their desired time-frame • Responsible for distribution, transactions, recruiting, training, event planning, field underwriting, and quality assurance
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Self-Employed
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Los Angeles, CA
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Logistics Manager
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Jul 2012 - Aug 2014
• Managed logistics, warehouse operations, and inventory for three interior designers in Los Angeles County • Assisted with the development of commercial film sets, including staging, product placement, and artistic design • Helped transport, and subcontract custom projects for Intrastate, and Interstate commerce • Managed logistics, warehouse operations, and inventory for three interior designers in Los Angeles County • Assisted with the development of commercial film sets, including staging, product placement, and artistic design • Helped transport, and subcontract custom projects for Intrastate, and Interstate commerce
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Delta Sigma Pi
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United States
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Professional Training and Coaching
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700 & Above Employee
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Executive Board Member
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Sep 2012 - May 2014
• Responsible for the development and implementation of the fraternity’s education program • Mentored 42 organizational members by providing leadership, mentorship, and academic counsel • Organized fraternity community service events, such as Operation Gratitude, Heal the Bay, and Habitat for Humanity • Responsible for the development and implementation of the fraternity’s education program • Mentored 42 organizational members by providing leadership, mentorship, and academic counsel • Organized fraternity community service events, such as Operation Gratitude, Heal the Bay, and Habitat for Humanity
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U.S. Department of Veterans Affairs
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United States
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Government Administration
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700 & Above Employee
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Assistant Intern Coordinator
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Feb 2010 - May 2012
• Accountable for training 125 interns on ethics, privacy policies, and federal rules and regulations as directed by the VA • Reviewed, and submitted confidential documents, files, and reports to the VA for 150 veterans per quarter • Assisted veterans in community-based intervention programs designed to help them live healthier lives • Accountable for training 125 interns on ethics, privacy policies, and federal rules and regulations as directed by the VA • Reviewed, and submitted confidential documents, files, and reports to the VA for 150 veterans per quarter • Assisted veterans in community-based intervention programs designed to help them live healthier lives
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US Navy
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United States
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Armed Forces
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700 & Above Employee
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Executive Office Administrator
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Jul 2003 - Jun 2009
• Worked directly with executives, and top management during day-to-day operations, and during vital U.S. missions • Managed an annual $1,000,000 Defense Travel System (DTS) account for the organization and fleet ships • Supported the safe operation, security, maneuvering, and navigation of a Los Angeles Class Nuclear Submarine • Worked directly with executives, and top management during day-to-day operations, and during vital U.S. missions • Managed an annual $1,000,000 Defense Travel System (DTS) account for the organization and fleet ships • Supported the safe operation, security, maneuvering, and navigation of a Los Angeles Class Nuclear Submarine
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Education
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California State University-Northridge
Bachelor of Science in Management -
San Diego Mesa College
Associate of Science in Business Administration