Experience

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  Ron Blue Inst For Fncl Plg

  • Senior Client Service Associate

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  The Brauner Company

  • Redwood City, CA

  • Registered Client Service Specialist

    • Mar 2014 - Dec 2015
    • Redwood City, CA

    The Brauner Company is an independent, family-owned firm dedicated to their clients’ well-being. Over the last 30 years they have helped hundreds of individuals and families successfully navigate life’s financial transitions.

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  Los Altos Village Association

  • Los Altos CA

  • Assistant to the Executive Director

    • Sep 2013 - Feb 2014
    • Los Altos CA

    LAVA is a small non-profit focused on enabling small businesses to thrive in the Los Altos community. The members participate in several committees that work to improve the downtown area, keep in touch with city affairs and the pulse of the community. These committees include the Property Owner’s Committee, City Affairs/Economic Development Committee, Beautification Committee and Promotions Committee.LAVA also coordinates special events, fund raisers and community events. The largest event being the Los Altos Art and Wine Festival.My role involved office management, business association sales support, project management, committee organizing and many other task to support the executive director and the vision of the association.

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  Wells Fargo

  • San Jose, CA

  • Business Banking Specialist

    • Jun 2013 - Oct 2013
    • San Jose, CA

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  Saratoga Retirement Community

  • Saratoga, CA

  • Director of Activities

    • Apr 2010 - May 2013
    • Saratoga, CA

    Saratoga Retirement Community is a Continuing Care Retirement Community (CCRC) located on 37 acres in Saratoga,CA.My last role involved overseeing all event activities for over 100 residents in the assisted living and memory care department. I managed two staff and I also supervised dozens of volunteers. I was awarded Outstanding Service by Resident Council Saratoga Retirement Community in 2012.

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  Mt. View Physical Therapy

  • Mountain View

  • Physical Therapy Aide

    • 2009 - 2010
    • Mountain View

    The clinics goal is to provide high quality individualized care to each patient to fit their need and goals. Their treatment approach combines specialized manual therapy, therapeutic exercise, and patient education to promote proactive therapy and encourage patients to make lifestyle changes and achieve goals. I assisted physical therapist in providing quality care for patients.

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  Jeremiah's Promise

  • Palo Alto, CA

  • Outreach & Admissions Coordinator

    • 2007 - 2009
    • Palo Alto, CA

    Jeremiah's promise is a non-profit organization that works with foster youth and provides them opportunities to go to college as well as job and life skill training.My role involved working with foster youth to prepare them for college. I helped manage the housing program and I coordinated fundraising events to show appreciation for our volunteers. The housing program is no longer around however the mentoring program still exists.

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  Molokai Baptist Church

  • Molokai, HI

  • Kindergarten Teacher

    • Jan 2005 - Aug 2005
    • Molokai, HI

    I taught kindergarten for 6 months until the school unfortunately closed the K-12 due to lack of financial resources.

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  Lincoln Financial Group

  • Fort Wayne, Indiana Area

  • Inside Variable Annuity Wholesaler

    • 1996 - 2005
    • Fort Wayne, Indiana Area

    Headquartered in the Philadelphia region, Lincoln Financial Group is a Fortune 500 company offering a diverse range of financial services and solutions. Our core business areas—life insurance, annuities, retirement plan services and group protection—focus on supporting, preserving and enhancing people’s lifestyles and retirement outcomesMy last role involved working as an inside variable annuity wholesaler in the home office located in Ft. Wayne Indiana. I raised and retained assets for a geographic territory with my external wholesaler. During this time I was awarded Winner of Outstanding Sales Recognition (2004) and Top Sales Award (2003).NASD Series 6 & 63 ; State Insurance License