Experience

Freestone Capital Management

• United States
• Financial Services
• 1 - 100 Employee

• Associate

  • Nov 2022 - Present



PIMCO

• United States
• Investment Management
• 700 & Above Employee

• Associate, Client Service

  • Jan 2021 - Nov 2022

  • Process and document over 100 wire transfers daily in an accurate and timely manner• Communicate directly with clients regarding account status to build trusting relationships• Coordinate liquidity needs and cash deposits with Portfolio Management team for over $19B assets under management• Audit prior day wire transaction processing to ensure compliance with internal control• Facilitate new account opening process, including managing custodial paperwork and investment management agreements Show less

• Analyst, Client Service

  • Jun 2020 - Jan 2021



InterContinental San Diego

• United States
• Hospitality
• 1 - 100 Employee

• Accounting Specialist

  • Feb 2019 - Jun 2020

  • Summarized receivables by maintaining invoice accounts; verified totals; prepared reports • Posted revenues by verifying and entering transactions from lock box and local deposits • Created and consolidated final invoices for departing groups • Summarized receivables by maintaining invoice accounts; verified totals; prepared reports • Posted revenues by verifying and entering transactions from lock box and local deposits • Created and consolidated final invoices for departing groups



Hotel Republic San Diego, An Autograph Collection by Marriott

• United States
• Hospitality
• 1 - 100 Employee

• Front Office Supervisor

  • Oct 2017 - Dec 2018

  • Oversaw and trained a team of 15 customer service associates • Resolved guest issues and completed special requests to ensure guest satisfaction • Assumed manager on duty responsibilities when scheduled • Attended resume meetings to facilitate group and event attendee arrivals • Oversaw and trained a team of 15 customer service associates • Resolved guest issues and completed special requests to ensure guest satisfaction • Assumed manager on duty responsibilities when scheduled • Attended resume meetings to facilitate group and event attendee arrivals



Lynda Obst Productions

• Greater Los Angeles Area

• Production Assistant

  • Aug 2017 - Oct 2017

  • Assisted busy producer with personal and business duties • Provided detailed coverage on scripts submitted by UTA • Handled heavy scheduling and rolling calls for Producer and Development Executive • Assisted busy producer with personal and business duties • Provided detailed coverage on scripts submitted by UTA • Handled heavy scheduling and rolling calls for Producer and Development Executive



Entertainment Lab

• United States
• Entertainment
• 1 - 100 Employee

• Intern

  • Feb 2017 - Aug 2017

  • Assisted in sending auditions to over 300 clients • Monitored IMDB, Breakdown Express, Casting Frontier, and LA Casting • Reviewed and covered scripts from potential clients • Completed projects from partners and administrative assistant • Assisted in sending auditions to over 300 clients • Monitored IMDB, Breakdown Express, Casting Frontier, and LA Casting • Reviewed and covered scripts from potential clients • Completed projects from partners and administrative assistant



Topp and Lau, Inc.

• Santa Ana, CA

• Accounting Assistant

  • Jan 2013 - May 2017

  • Managed over 500 client files and prepared for partners to review • Created spreadsheets to assist in the preparation of client accounting services • Drafted letters and invoices to send out to clients • Frequently corresponded with partners to pinpoint objective • Managed over 500 client files and prepared for partners to review • Created spreadsheets to assist in the preparation of client accounting services • Drafted letters and invoices to send out to clients • Frequently corresponded with partners to pinpoint objective



ndm

• United States
• Advertising Services
• 1 - 100 Employee

• Marketing Assistant

  • Aug 2014 - Feb 2015

  • Maintained social media accounts and assisted in gaining followers • Facilitated printing jobs between various vendors • Observed on-the-job photo shoots and wrote corresponding magazine articles • Coordinated designer schedules and designated new jobs • Maintained social media accounts and assisted in gaining followers • Facilitated printing jobs between various vendors • Observed on-the-job photo shoots and wrote corresponding magazine articles • Coordinated designer schedules and designated new jobs