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Grace Lamontagne profile image

Grace Lamontagne

Financial Advisor internship at Stonebridge Financial Corporation
Intro Book
Financial professional with experience in investment portfolios and customer service.
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Location
San Francisco, California, United States, US
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Bio

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Grace Lamontagne is a seasoned financial professional with experience in investment portfolios, financial planning, customer service, and sales. She has worked in various roles, including Financial Advisor, Server Assistant, and Sailing Instructor.

Experience

  • Stonebridge Financial Corporation
    • Financial Advisor internship
      • Jul 2023 - Aug 2023

      Created investment portfolios, sold and bought equity daily. Researched investment opportunities, analyzed a client's finances, and created financial retirement plans and asset allocations.

  • Montage International
    • Laguna Beach, California, United States
    • Server Assistant
      • Sep 2022 - Jan 2023
      • Laguna Beach, California, United States

      Responsible for taking customer orders and ensuring customer satisfactionSuccessfully solved customer conflict and problems when mistakes were made with orders and paymentsProcessing payments and handling cash and credit transactionssuccessfully built and fostered customer relationshipsAssisted in all restaurant duties at an extremely high pace levelInteracted with customers at the Forbes standard levelCleaned and set tables at the Forbes standard level

  • Beachably
    • Laguna Beach, California, United States
    • Assistant To Chief Executive Officer
      • Jun 2021 - Aug 2021
      • Laguna Beach, California, United States

  • babysitting services
    • Nanny
      • Sep 2017 - Jun 2021

  • Sycamore Spa by Hudson
    • Laguna Beach, California, United States
    • Front Desk Receptionist
      • Jan 2020 - Jan 2021
      • Laguna Beach, California, United States

      Managed Spa schedule and appointments, welcomed and guided guests,maintained and cleaned the facility.

  • Kiska Boutique
    • Laguna Beach, California, United States
    • Sales Associate
      • Jun 2019 - Nov 2020
      • Laguna Beach, California, United States

      Worked register, guided and helped shoppers, maintained and managed store.

  • Balboa Island Yacht Club
    • Newport Beach, California
    • Sailing Instructor
      • Jul 2015 - Aug 2018
      • Newport Beach, California

      ● Taught beginner sailors the basics of sailing and the experienced sailors allaspects of racing● Ran and organized children sailing races.● Drove chase boat to ensure safety for sailors.● A range of kids from 7-16

  • LAGUNA AESTHETICS & FAMILY WELLNESS CENTER, INC
    • Laguna beach California
    • Assistant
      • Jul 2017 - Aug 2017
      • Laguna beach California

      Assisted the physician assistant, organized medical charts, worked in customer service, assistedowner in all daily activities

Education

  • 2018 - 2022
    University of San Francisco School of Management
    Buisness, undecided

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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