Caitlyn Bourbon

Executive Assistant at nuuds
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Contact Information
us****@****om
(386) 825-5501
Location
Dallas, Texas, United States, US

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Bio

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Credentials

  • Series 63
    NASAA
    Jan, 2021
    - Nov, 2024
  • Series 7
    FINRA
    Oct, 2020
    - Nov, 2024
  • SIE
    FINRA
    Sep, 2020
    - Nov, 2024

Experience

  • nuuds
    • United States
    • Retail Apparel and Fashion
    • 1 - 100 Employee
    • Executive Assistant
      • Sep 2022 - Present

  • Apex Fintech Solutions
    • United States
    • Financial Services
    • 400 - 500 Employee
    • Execution Services Analyst
      • Sep 2021 - Sep 2022

  • Fidelity Investments
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Representative
      • Jul 2020 - Jul 2021

    • Senior Brokerage Operations Representative
      • Jun 2018 - Jul 2020

  • La Rouge
    • Manager
      • Mar 2015 - May 2018

      • Managed daily operations by ensuring policies were met and goals were exceeded. • Oversaw transactions, cash management, inventory management, and record verification.• Executed merchandise displays in store and online.• Assisted with merchandise buying.• Developed strong relationships with vendors and clients to ensure business growth.• Processed payroll for all associates.• Provided personal styling services.• Actively recruited new team members.

    • Finance Intern
      • Aug 2017 - Dec 2017

      Month end financial reportingYearly forecasting effortsData base creationBank statement reconciliation

  • Clovis North High School
    • Head Coach
      • Jun 2015 - Apr 2016

Education

  • California State University, Fresno
    Bachelor's Degree, Business Administration; Finance
    2013 - 2017

Community

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