Experience

Priority Financial Group

• United States
• Financial Services
• 1 - 100 Employee

• Financial Advisor

  • May 2018 - Present

  Helping individuals and families make the right financial decisions. Helping individuals and families make the right financial decisions.



UCSB ALUMNI ASSOCIATION

• United States
• Accounting
• 1 - 100 Employee

• Boardmember Ole' SD, San Diego UCSB alumni association

  • Mar 2016 - 2020

  We are building OleSD ( UCSB Alumni group in San Diego) - we focus on building a network and community in San Diego by professional development, community and social events. (We don't ask for money) Follow us on Instagram @olesd.ucsb for all our events or send me your email if you want to be added to our newsletter. Hope to see you at our next event! We are building OleSD ( UCSB Alumni group in San Diego) - we focus on building a network and community in San Diego by professional development, community and social events. (We don't ask for money) Follow us on Instagram @olesd.ucsb for all our events or send me your email if you want to be added to our newsletter. Hope to see you at our next event!



Raymond James

• United States
• Financial Services
• 700 & Above Employee

• Financial Advisor

  • Oct 2015 - May 2018

  Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Raymond James & Associates, Inc., Member New York Stock Exchange/SIPC Please follow this link to additional disclosures: http:// raymondjames.com/smrja.htm Show less



Qualcomm

• United States
• Telecommunications
• 700 & Above Employee

• Financial Analyst

  • Apr 2013 - Oct 2015

  Present monthly financial statements to management and justify key performance drivers Conduct monthly financial variance analysis and by lead and by product line. Oversee headcount and operating expense planning for various leads and product lines. Forecast costs based on historic performance and ongoing communication with the leads. Create monthly EAC revenue models for projects in Brazil and Mexico. Present monthly financial statements to management and justify key performance drivers Conduct monthly financial variance analysis and by lead and by product line. Oversee headcount and operating expense planning for various leads and product lines. Forecast costs based on historic performance and ongoing communication with the leads. Create monthly EAC revenue models for projects in Brazil and Mexico.



Foundry LLC

• Principal

  • Jul 2012 - Mar 2013

  Helped business managers optimize performance through responsible accounting and financial analytics. Produced periodic financial statements including profit and loss, balance sheet, statement of cash flows, performance analysis, corporate calendar and notes to financial statements. Managed all internal accounting processes and procedures. Analyzed product line profitability using job order costing and presented to management based on itemized performance enabling accurate price point optimization. Facilitated financial position meetings with management explaining current financial standing, and provided recommendations based on current financial statements. Assisted in the transition from database accounting software to integrated ERP. Helped raise capital with both institutions and individual investors through financial statement presentation and discussion of corporate fiscal forecast. Show less



TGG Accounting

• United States
• Accounting
• 1 - 100 Employee

• Accounting Manager

  • Sep 2010 - Jul 2012

  Produced periodic financial statements including profit and loss, balance sheet, statement of cash flows, performance analysis, corporate calendar and notes to financial statements. Facilitated financial position meetings with management explaining current financial standing, and made recommendations based on current financial statements. Created relevant interactive periodic cash flow forecasts and weekly Cash Flow Dashboards in order to better manage long-term liquidity and short-term purchasing efforts Directed internal accounting department process improvements and created internal process reports. Managed and performed all tasks relating to both accounts payable and accounts receivable departments including payroll, collections, customer and vendor relations, and managed the month end reconciliation and close process. Assisted with company wide audit preparation and compliance. Created itemized profitability analysis reports for manufacturing and retail companies Facilitated1099 issuance and compliance Prepared corporate internal accounting process reports. Conducted Merchant Factor reconciliations and compliance Show less



Bacara Resort & Spa

• Hospitality
• 1 - 100 Employee

• Server

  • Aug 2008 - Apr 2009

  Server Provide exceptional service through team synergy to ensure satisfaction to many high profile guests Micromanage orders and collaborate with all resort employees to maintain total guest satisfaction Create an atmosphere of familiarity, comfort, and elegance through cultured public relation skills Server Provide exceptional service through team synergy to ensure satisfaction to many high profile guests Micromanage orders and collaborate with all resort employees to maintain total guest satisfaction Create an atmosphere of familiarity, comfort, and elegance through cultured public relation skills



CARVERS STEAK HOUSE

• Server

  • Oct 2006 - Aug 2007

  Server Provided friendly and enjoyable service to all guests Ensured a pleasant and efficient experience for all guests through multitasking Server Provided friendly and enjoyable service to all guests Ensured a pleasant and efficient experience for all guests through multitasking



CLEAR CHANNEL COMMUNICATION

• Promotional Assistant

  • Jun 2006 - Sep 2006

  Promoted Clear Channel Communication corp. and affiliated radio stations in a positive manner to improve public image. Participated in extensive public relations and interim radio personality Promoted Clear Channel Communication corp. and affiliated radio stations in a positive manner to improve public image. Participated in extensive public relations and interim radio personality



JAKES

• Server

  • Sep 2005 - Jun 2006

  Busser Maintained guest satisfaction and assured cleanliness in the dining room Busser Maintained guest satisfaction and assured cleanliness in the dining room



K5 SURF, SKATE

• Keyholder

  • Sep 2002 - Jun 2005

  Keyholder Performed opening and closing procedures for the store including day end accounting Acquired extensive knowledge and expertise in all aspects of the alternative sports lifestyle Participated in product selection, limited inventory analysis and store placement Conducted extensive vendor relations, customer relations and service Keyholder Performed opening and closing procedures for the store including day end accounting Acquired extensive knowledge and expertise in all aspects of the alternative sports lifestyle Participated in product selection, limited inventory analysis and store placement Conducted extensive vendor relations, customer relations and service