Experience

Halbert Hargrove

• United States
• Investment Management
• 1 - 100 Employee

• Client Service Manager

  • Jul 2022 - 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 requests and needs… 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

  • Sep 2021 - Jul 2022

  Long Beach, California, United States As Associate Client Service Manager, I take care of a host of diverse details and responsibilities for client accounts. My role includes maintenance 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 clients and staff, following through on all regulatory paperwork, assisting them with tracking their accounts through the HH website, and making sure all their… Show more As Associate Client Service Manager, I take care of a host of diverse details and responsibilities for client accounts. My role includes maintenance 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 clients and staff, 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.



Fleming's Prime Steakhouse & Wine Bar

• United States
• Restaurants
• 1 - 100 Employee

• Togo/Host

  • Jun 2019 - Aug 2021

  Newport Beach, California Handle the inflow and outflow of cash and calculate the final revenue of all third-party services daily. Tracking guest preferences and profiles ensured our guest satisfaction, which increased our positive guest reviews over the past quarters. Trained and led a group of ten people that helped streamline our workflow, and therefore increase the productivity of our team.



Baskin Robbins

• Shift Manager

  • Aug 2015 - Jul 2019

  Huntington Beach, California Managed a team of five people while keeping track of our finances, which ensured that guests were satisfied and our store retained its proper earnings.