Experience

Wetherby Asset Management
• United States
• Investment Management
• 1 - 100 Employee
• Client Services Associate

  • Oct 2022 - Present


University of California, Irvine - The Paul Merage School of Business

• United States
• Higher Education
• 200 - 300 Employee

• Adminstrative Assistant in Financial Services

  • Aug 2021 - Jun 2022

  -Performed a variety of office duties including copying, filing of financial records, file cabinet management, and organizing emails towards allocated recipients. -Worked closely with a team of 8 to process faculty request forms such as Travel, Entertainment, and Supply reimbursements into Kuali Financial System (KFS). -Responded to ad hoc requests by updating, resolving, and closing open issues on Catalyst Information System. -Compiled faculty Discretionary Reports by inputting raw… Show more -Performed a variety of office duties including copying, filing of financial records, file cabinet management, and organizing emails towards allocated recipients. -Worked closely with a team of 8 to process faculty request forms such as Travel, Entertainment, and Supply reimbursements into Kuali Financial System (KFS). -Responded to ad hoc requests by updating, resolving, and closing open issues on Catalyst Information System. -Compiled faculty Discretionary Reports by inputting raw data into expense ledgers and analyzing YTD Actuals in monthly fund summaries through Excel spreadsheets. Show less -Performed a variety of office duties including copying, filing of financial records, file cabinet management, and organizing emails towards allocated recipients. -Worked closely with a team of 8 to process faculty request forms such as Travel, Entertainment, and Supply reimbursements into Kuali Financial System (KFS). -Responded to ad hoc requests by updating, resolving, and closing open issues on Catalyst Information System. -Compiled faculty Discretionary Reports by inputting raw… Show more -Performed a variety of office duties including copying, filing of financial records, file cabinet management, and organizing emails towards allocated recipients. -Worked closely with a team of 8 to process faculty request forms such as Travel, Entertainment, and Supply reimbursements into Kuali Financial System (KFS). -Responded to ad hoc requests by updating, resolving, and closing open issues on Catalyst Information System. -Compiled faculty Discretionary Reports by inputting raw data into expense ledgers and analyzing YTD Actuals in monthly fund summaries through Excel spreadsheets. Show less



Stratos Wealth Partners

• United States
• Financial Services
• 100 - 200 Employee

• Financial Advisor Intern

  • Sep 2021 - Jan 2022

  -Engaged in day-to-day operations of the financial management industry by training with financial professionals. -Examined wealth management strategies including asset allocation, wealth preservation and growth strategies. -Studied financial planning concepts, such as investment planning, retirement planning, and investment portfolio design. -Completed an average of 250 outbound calls per day to prospective clients with an average success rate of 40% and provided clients more… Show more -Engaged in day-to-day operations of the financial management industry by training with financial professionals. -Examined wealth management strategies including asset allocation, wealth preservation and growth strategies. -Studied financial planning concepts, such as investment planning, retirement planning, and investment portfolio design. -Completed an average of 250 outbound calls per day to prospective clients with an average success rate of 40% and provided clients more information on the company's upcoming events/services. Show less -Engaged in day-to-day operations of the financial management industry by training with financial professionals. -Examined wealth management strategies including asset allocation, wealth preservation and growth strategies. -Studied financial planning concepts, such as investment planning, retirement planning, and investment portfolio design. -Completed an average of 250 outbound calls per day to prospective clients with an average success rate of 40% and provided clients more… Show more -Engaged in day-to-day operations of the financial management industry by training with financial professionals. -Examined wealth management strategies including asset allocation, wealth preservation and growth strategies. -Studied financial planning concepts, such as investment planning, retirement planning, and investment portfolio design. -Completed an average of 250 outbound calls per day to prospective clients with an average success rate of 40% and provided clients more information on the company's upcoming events/services. Show less



Good Butter Bakery

• United States
• Food Production

• Partial Owner

  • Mar 2014 - Jan 2021

  -Managed inventory, budgeting, marketing, and finances of the establishment in which duties included recordkeeping, invoicing clients, and monitoring business accounts. -Prospected potential clients and secured customer accounts through scheduling appointments and providing exceptional customer service when discussing pricing of the company’s products. -Recruited and on boarded employees while also overseeing the delegation of their daily tasks including the opening and closing of the… Show more -Managed inventory, budgeting, marketing, and finances of the establishment in which duties included recordkeeping, invoicing clients, and monitoring business accounts. -Prospected potential clients and secured customer accounts through scheduling appointments and providing exceptional customer service when discussing pricing of the company’s products. -Recruited and on boarded employees while also overseeing the delegation of their daily tasks including the opening and closing of the establishment, food preparation, and product sales. Show less -Managed inventory, budgeting, marketing, and finances of the establishment in which duties included recordkeeping, invoicing clients, and monitoring business accounts. -Prospected potential clients and secured customer accounts through scheduling appointments and providing exceptional customer service when discussing pricing of the company’s products. -Recruited and on boarded employees while also overseeing the delegation of their daily tasks including the opening and closing of the… Show more -Managed inventory, budgeting, marketing, and finances of the establishment in which duties included recordkeeping, invoicing clients, and monitoring business accounts. -Prospected potential clients and secured customer accounts through scheduling appointments and providing exceptional customer service when discussing pricing of the company’s products. -Recruited and on boarded employees while also overseeing the delegation of their daily tasks including the opening and closing of the establishment, food preparation, and product sales. Show less



Sharetea (全球加盟總部)

• Taiwan
• Restaurants
• 200 - 300 Employee

• Team Member

  • Oct 2018 - Mar 2020

  -Mastered and effectively operated the cash register and debit/credit card readers to deliver fast customer service. -Extensively memorized over thirty drink recipes and delivered orders promptly to customers. -Washed dishes and restocked the bar line for continued fast service capabilities. -Trained newly-hired employees in workflow procedures to ensure a safe and efficient workplace and to keep productivity levels up to the company’s expectation. -Presented exceptional… Show more -Mastered and effectively operated the cash register and debit/credit card readers to deliver fast customer service. -Extensively memorized over thirty drink recipes and delivered orders promptly to customers. -Washed dishes and restocked the bar line for continued fast service capabilities. -Trained newly-hired employees in workflow procedures to ensure a safe and efficient workplace and to keep productivity levels up to the company’s expectation. -Presented exceptional interpersonal and team building skills with an aptitude for building rapport with a diverse range of customers, managers, and colleagues. Show less -Mastered and effectively operated the cash register and debit/credit card readers to deliver fast customer service. -Extensively memorized over thirty drink recipes and delivered orders promptly to customers. -Washed dishes and restocked the bar line for continued fast service capabilities. -Trained newly-hired employees in workflow procedures to ensure a safe and efficient workplace and to keep productivity levels up to the company’s expectation. -Presented exceptional… Show more -Mastered and effectively operated the cash register and debit/credit card readers to deliver fast customer service. -Extensively memorized over thirty drink recipes and delivered orders promptly to customers. -Washed dishes and restocked the bar line for continued fast service capabilities. -Trained newly-hired employees in workflow procedures to ensure a safe and efficient workplace and to keep productivity levels up to the company’s expectation. -Presented exceptional interpersonal and team building skills with an aptitude for building rapport with a diverse range of customers, managers, and colleagues. Show less