Experience

Three Bell Capital
• United States
• Financial Services
• 1 - 100 Employee
• Associate

  • Jan 2021 - Present


State of California

• United States
• Government Administration
• 700 & Above Employee

• IHSS Caregiver

  • Oct 2019 - Jan 2021

  Providing personal care services and protective supervision to an autistic child. Providing personal care services and protective supervision to an autistic child.


Voodoo Lab
• Italy
• Advertising Services
• 1 - 100 Employee
• Purchasing & Accounts Payable

  • Feb 2019 - Jul 2019

Scarbrough Financial Group, LLC.
• United States
• Financial Services
• 1 - 100 Employee
• Practice Manager

  • Sep 2018 - Feb 2019


Digilock

• Appliances, Electrical, and Electronics Manufacturing
• 1 - 100 Employee

• Executive Assistant to HR Director & CFO

  • May 2017 - Apr 2018

  Human Resources: Managed time and attendance for a staff of 60+. Created an on-boarding package for new employees. Implemented employee rewards and acknowledgement program. Suggested and then implemented employee satisfaction surveys. Implemented new workers comp program and reporting requirements. Pre-screened and interviewed prospective employees. Researched and advised on changes to HR laws. Reviewed staffing agency contracts. Financial: Managed CFO emails. Created expense reports for executives and collected expense reports each month from sales team. Analyzed shipping trends for national and international warehouses. Updated pricing in ERP system. Reviewed maintenance contracts. Miscellaneous: Back-up receptionist. Managed office supplies. Coordinated all-company meetings. Show less



Peoples Home Equity, Inc.

• Financial Services
• 100 - 200 Employee

• Executive Assistant to Jeremy Forcier

  • Jan 2016 - Feb 2017

  Complex calendar management, customer service, project management, event planning, phone and email coverage on behalf of executive, office bookkeeping, expense reporting, corporate level event planning. Complex calendar management, customer service, project management, event planning, phone and email coverage on behalf of executive, office bookkeeping, expense reporting, corporate level event planning.



Winans Investments

• United States
• Financial Services

• Director of Marketing & Client Services

  • Jun 2008 - Feb 2015

  Held Series 6, 65, 63 Marketing: Produced press releases. Created ads for various publications. Planned and produced seminars and speaking engagements for clients, prospects, community groups, and investment clubs. Joined multiple groups and organizations as a representative of the firm and networked on behalf of the firm. Client Servicing: Built relationships with all clients and acted as a liaison between clients and advisors. Set up all client accounts, processed transfers, handled all client requests. Placed trades as needed in client accounts. Negotiated margin rates with custodians for ultra high net worth clients. Attended all client meetings and met with clients independently to coordinate needs. Coordinated large scale family meetings annually both locally and all over the U.S. Other functions: Coordinated the creation of the firm's new mutual fund. Acted as an executive assistant for advisors. Audited client reports. Planned charitable events. Attended industry conferences on behalf of the firm. Show less



Wealth Management Consultants, LLC

• United States
• Financial Services

• Operations Manager

  • 2004 - 2005

  Managed the PortfolioCenter database of client accounts. Balanced investment accounts on a quarterly basis. Produced and audited quarterly reports. Produced client invoices and reconciled payments. Managed administrative assistant and interns. Managed the PortfolioCenter database of client accounts. Balanced investment accounts on a quarterly basis. Produced and audited quarterly reports. Produced client invoices and reconciled payments. Managed administrative assistant and interns.



Legacy Marketing Group

• United States
• Insurance
• 1 - 100 Employee

• Multiple

  • 2001 - 2004

  Served on the Marketing Team coordinating joint marketing efforts between the two companies. Created a monthly newsletter for all of our registered representatives, planned and produced annual conference for registered representatives. Organized travel, marketing, A/V for these events. Served on the Trading Desk as primary contact for registered representatives to assist them in opening client accounts and managing transfers. Performed trades in accounts as requested by the head of the trading team. Served as Executive Assistant to the Director of Operations on the Insurance side of the business. Managed all communications including in person, telephone, and email. Performed time tracking of her team employees. Included in executive level meetings of directors and CEO taking notes and handling highly sensitive information. Show less



Edward Jones

• United States
• Financial Services
• 700 & Above Employee

• Branch Office Administrator

  • Aug 1998 - Apr 2000

  • Handled all client service including paperwork and special requests. • Managed complex calendar for the Rep. • Executed client events. • Networked in the local area to gain awareness. • Handled all advertising. • Handled all client service including paperwork and special requests. • Managed complex calendar for the Rep. • Executed client events. • Networked in the local area to gain awareness. • Handled all advertising.