Experience

Meissner Commercial Real Estate Services

• United States
• Leasing Real Estate
• 1 - 100 Employee

• Accounts Payable/Accounts Recievable Specialist

  • Jan 2023 - Sep 2023

  San Diego, California, United States Demonstrated excellent organizational skills by managing multiple tasks simultaneously under tight deadlines Ensured timely payments of invoices and vendor bills by setting up payment plans Identified opportunities for process improvements within the department resulting in increased efficiency Researched, analyzed, and resolved invoice discrepancies in an efficient manner



Personal Touch Dining

• Events Services
• 1 - 100 Employee

• Event Supervisor and Event Chef

  • Apr 2016 - Sep 2023

  San Diego, California Managed teams of up to 22 staff using effective communication and interpersonal skills Monitored productivity and developed improvement plans to maximize performance Delivered in-depth training to over 50 workers in food preparation and customer service roles to ensure strong team performance Structured and led efficient teams to save company on labor cost using timely work habits



LPL Financial

• Financial Services

• Former Cash Management Operations Specialist

  • Jan 2022 - Jun 2022

  San Diego, California, United States Provided timely support for complex death/divorce-related cases via an inbound call center environment Processed over 150 asset claims and examined tax operations ensuring validity Analyzed documents such as Letters of Testamentary, Trust Agreements, QDRO, Divorce Degrees and other estate-related paperwork Supllied feedback and process improvements to drive business forward (Contract Via Associate Staffing)



Northwestern Mutual

• United States
• Financial Services
• 700 & Above Employee

• Former College Financial Representitive

  • Apr 2020 - Jul 2020

  San Diego, California, United States Earned Life, Accident, and Health Agent License: License No: 4054473 Attained practical sales cycle experience through networking, prospecting, and meeting with clients to obtain information on their financial service needs Interviewed clients to determine their income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, and other information needed to develop a financial plan Utilized financial and accounting software to manage financial records… Show more Earned Life, Accident, and Health Agent License: License No: 4054473 Attained practical sales cycle experience through networking, prospecting, and meeting with clients to obtain information on their financial service needs Interviewed clients to determine their income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, and other information needed to develop a financial plan Utilized financial and accounting software to manage financial records and generate reports Participated in team meetings to discuss strategies on how to best serve clients' needs Show less