Experience

• 

  Coast Funding

  • Business Funding Advisor

• 

  Charles Schwab

  • San Diego, California, United States

  • Manager | Institutional Trading

    • Jun 2021 - Jan 2024
    • San Diego, California, United States

    ***Impacted by Layoffs***• Managed precise entry of equity, option, and mutual fund orders for large-scale portfolios, ensuring accuracy and efficiency.• Collaborated with market makers and exchanges to enhance order execution, positively impacting portfolio performance.• Processed trade error corrections and conducted risk assessments for a substantial number of securities and client accounts.• Contributed to key projects, including system conversions, platform improvements, and the introduction of new financial products.

• 

  Maven Property Ventures

  • San Diego

  • Real Estate Wholesaler

    • 2021 - 2022
    • San Diego

    • Conducted daily prospecting activities, including logging leads into the CRM system and making over 50 cold calls to identify potential buyers.• Fostered and maintained relationships with clients, utilizing a strong professional network to facilitate real estate transactions.• Negotiated purchase agreements with property sellers on behalf of buyers and investors, and coordinated with the Acquisition Manager for appointment scheduling.

• 

  TD Ameritrade Institutional

  • San Diego, California, United States

  • Relationship Manager

    • May 2020 - Jun 2021
    • San Diego, California, United States

    • Served as a key contact for internal teams, ensuring effective collaboration and information sharing across sales, risk management, trading, retirements, and technology departments.• Provided comprehensive education to advisors and clients on platform services, processes, and procedures, enhancing user proficiency and satisfaction.• Managed daily client communications, addressing and resolving an average of 50 operational and service inquiries to maintain and strengthen client relationships.

• 

  Jakes Del Mar Restaurant

  • Del Mar, California

  • Lead Server

    • Nov 2014 - May 2020
    • Del Mar, California

    • Provide mentorship to peers, assisting with troubleshooting and problem resolution to streamline daily operations.• Consistently generate significant revenue, maintaining over $500,000 in annual sales and achieving the highestaverage spend per customer.• Facilitate the onboarding process by collaborating with management and guiding new staff on restaurant policiesand procedures.- Make Money with Aloha

• 

  Original Watermen

  • vista, california

  • Graphic Designer

    • Jun 2013 - Nov 2014
    • vista, california

    • Developed comprehensive graphic designs for apparel, digital platforms, and marketing materials, ensuring cohesive brand representation and print readiness.• Enhanced production workflows, contributing to the evolution of the brand's visual identity through innovative catalog designs for seasonal product lines.

• 

  Red Bull

  • California State University San Marcos

  • Student Brand Manager (Field Marketing)

    • Oct 2010 - Oct 2013
    • California State University San Marcos

    • Formulated and executed strategic marketing initiatives to enhance brand recognition, resulting in theestablishment of significant connections with influential campus leaders.• Successfully expanded the brand's presence by securing 10 new point-of-sale locations annually, contributing to improved visibility in both on-campus and off-campus venues.

• 

  Wasserman Media Group

  • Carlsbad, California

  • Sports Marketing Intern

    • Feb 2013 - May 2013
    • Carlsbad, California

    - Compiled creative information for a Digital Marketing Campaign, curated Athlete Seeding, and assembled a brand calendar for Under Armour- Conducted market analysis around the youth demographic and curated client updates for, but not limited to, Mammoth Mountain, Under Armour, X Games, Association of Volleyball Professionals, Global RallyCross, Metamoris Jiu-Jitsu Championship, Network A, Action Shot POV and Wasserman’s current athlete roster.- Worked with a project team to acquire market analysis and strategy around the AVP sports league re-launch including the National Marketing Strategy, future Host City RFP, LOC Structure, and the development of the Brand Book