Experience

Halbert Hargrove

• United States
• Investment Management
• 1 - 100 Employee

• Client Service Manager

  • Jun 2023 - Present

  Long Beach, California, United States As Client Service Manager, I take care of a host of diverse details and responsibilities for my clients’ accounts. My role includes oversight of Halbert Hargrove’s administrative and client documentation systems—along with ensuring that we continue to follow best practices as a fiduciary. I maintain an open communication with my clients, following through on all regulatory paperwork, assisting them with tracking their accounts through the HH website, and making sure all their… Show more As Client Service Manager, I take care of a host of diverse details and responsibilities for my clients’ accounts. My role includes oversight of Halbert Hargrove’s administrative and client documentation systems—along with ensuring that we continue to follow best practices as a fiduciary. I maintain an open communication with my clients, following through on all regulatory paperwork, assisting them with tracking their accounts through the HH website, and making sure all their requests and needs are attended to. Working as part of a team with the Regional Director and Relationship Manager, we aspire to know our clients well so that we can address their unique needs and preferences.

• Associate Client Service Manager

  • Apr 2022 - Jul 2023

  Long Beach, California, United States

• Finance Intern

  • Aug 2021 - Apr 2022

  Long Beach, California, United States



Ukleja Center for Ethical Leadership

• Student Assistant

  • Aug 2019 - May 2022

  California State University Long Beach



California State University, Long Beach

• United States
• Higher Education
• 700 & Above Employee

• Instructional Student Assistant

  • Sep 2021 - Dec 2021



Northwestern Mutual

• United States
• Financial Services
• 700 & Above Employee

• College Financial Representative

  • Oct 2020 - Jul 2021



California State University, Long Beach

• United States
• Higher Education
• 700 & Above Employee

• Instructional Student Assistant for Intercultural Communication

  • Sep 2020 - Dec 2020



Halbert Hargrove

• United States
• Investment Management
• 1 - 100 Employee

• Finance Intern

  • Mar 2019 - Oct 2020

  Long Beach, California, United States



TEDxCSULB

• United States
• Non-profit Organizations
• 1 - 100 Employee

• Director of Finance and Sponsorships

  • Dec 2018 - Jun 2020

  Long Beach Maintain a detailed budget that allows for many different opportunities to be pursued by TEDxCSULB Monitor the money that is coming in and going out of our accounts Responsible for any reimbursements that are necessary Seek sponsors, donors, and community supporters who can provide support for, during, and after the conference Manage a two person Financial team to ensure the organization is reaching its full potential (financially)



California Girls State Alumnae Foundation (GSAF)

• United States
• Philanthropy
• 1 - 100 Employee

• Public Relations Intern

  • Feb 2019 - Aug 2019

  Created promotional videos during and after the Girls State 2019 session Created social media posts before, during, and after the Girls State 2019 session Took photographs for the program's social media sites (Instagram: @alacagirlsstate) and for fundraising purposes Support of the 2020 internship opportunities via infographics, videos, and social media posts



Long Beach Unified School District

• United States
• Primary and Secondary Education
• 700 & Above Employee

• College Aide

  • Aug 2018 - Jun 2019

  Long Beach