Experience

Counterpoint Mutual Funds, LLC
• United States
• Financial Services
• 1 - 100 Employee
• Internal Wholesaler

  • Jan 2022 - Present

State Street
• United States
• Financial Services
• 700 & Above Employee
• Derivative Operations Specialist, Associate II

  • Jan 2020 - Feb 2022

University of California, Davis
• United States
• Higher Education
• 700 & Above Employee
• Contracts & Grants Analyst

  • May 2019 - Jan 2020


UC Davis

• United States
• Health, Wellness & Fitness
• 1 - 100 Employee

• Sports Club Treasurer

  • Jun 2018 - Sep 2019

  Manage and distribute team funds (includes tracking payment plans); Work with apparel & equipment chair for athletic supplies; Coordinate training staff for events; Present the budget and allocation of funds to the Board of Directors. Manage and distribute team funds (includes tracking payment plans); Work with apparel & equipment chair for athletic supplies; Coordinate training staff for events; Present the budget and allocation of funds to the Board of Directors.

• Junior Fund Accountant

  • Dec 2018 - Mar 2019

  Developed knowledge towards the differences between funds and their performances, Net Asset Value calculations, Excel Cost Rolls, & Fund Suite operations. Assist CTF Audit team members with daily tasks and overall operational activities for State Street. Obtained general knowledge from members towards financial processes. Practiced as well as acquired new excel skills and familiarity with Fund Suite (Book manager, Statement Sets, etc.) Developed knowledge towards the differences between funds and their performances, Net Asset Value calculations, Excel Cost Rolls, & Fund Suite operations. Assist CTF Audit team members with daily tasks and overall operational activities for State Street. Obtained general knowledge from members towards financial processes. Practiced as well as acquired new excel skills and familiarity with Fund Suite (Book manager, Statement Sets, etc.)



City of Vacaville

• Government Administration
• 200 - 300 Employee

• Housing Intern

  • Jun 2018 - Dec 2018

  Handle special projects and reports within the department. Assist and respond to requests for information from the general public in person or by phone, perform various clerical duties: sorting, copying, and filing, schedule appointments, maintain filing system, operate office equipment and Microsoft programs Handle special projects and reports within the department. Assist and respond to requests for information from the general public in person or by phone, perform various clerical duties: sorting, copying, and filing, schedule appointments, maintain filing system, operate office equipment and Microsoft programs



Delta Gamma Fraternity

• United States
• Non-profit Organizations
• 1 - 100 Employee

• Director of Funds

  • Dec 2016 - Jan 2018

  Administer financial accounts for over 150 members within the chapter, worked with Staff Advisors to develop annual expense plan goals as well as payment plans for different members, performed periodic budgeting/modeling to project requirements, collected and reported monthly/quarterly expense variances and explanations. Administer financial accounts for over 150 members within the chapter, worked with Staff Advisors to develop annual expense plan goals as well as payment plans for different members, performed periodic budgeting/modeling to project requirements, collected and reported monthly/quarterly expense variances and explanations.



Yard House Restaurants

• Restaurants
• 700 & Above Employee

• Server

  • May 2016 - Sep 2016

  Guided guests through menus; keeping knowledge of the food, beverages, and ingredients, followed all safety policies to uphold proper health standards, communicated with kitchen team members to ensure timely preparation. Promoted to shift lead: given opening duties as well as overseeing the side work of other servers. Guided guests through menus; keeping knowledge of the food, beverages, and ingredients, followed all safety policies to uphold proper health standards, communicated with kitchen team members to ensure timely preparation. Promoted to shift lead: given opening duties as well as overseeing the side work of other servers.



Killer Shrimp

• United States
• Restaurants
• 1 - 100 Employee

• Server

  • Mar 2015 - May 2016

  Guided guests through menus; keeping knowledge of the food, beverages, and ingredients, followed all safety policies to uphold proper health standards, communicated with kitchen team members to ensure timely preparation. Promoted to shift lead: given opening duties as well as overseeing the side work of other servers. Guided guests through menus; keeping knowledge of the food, beverages, and ingredients, followed all safety policies to uphold proper health standards, communicated with kitchen team members to ensure timely preparation. Promoted to shift lead: given opening duties as well as overseeing the side work of other servers.



Dave & Buster's Inc.

• United States
• Restaurants
• 700 & Above Employee

• Server

  • Mar 2014 - Mar 2015

  Guided guests through menus; keeping knowledge of the food, beverages, and ingredients, followed all safety policies to uphold proper health standards, communicated with kitchen team members to ensure timely preparation. Guided guests through menus; keeping knowledge of the food, beverages, and ingredients, followed all safety policies to uphold proper health standards, communicated with kitchen team members to ensure timely preparation.