Experience

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  Self Employed

  • Retired

    • Nov 2023 - Present

  • Retired

    • Nov 2023 - Present

• 

  Unemployed

  • Unemployed

    • Aug 2021 - Present

• 

  Seaside Holistic Billing Services

  • Associate

    • Oct 2022 - Mar 2023

• 

  Retirement Solutions, Inc.

  • Carlsbad, California, United States

  • Client Service Associate

    • Feb 2021 - Aug 2021
    • Carlsbad, California, United States

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  BOMBARDIER TRANSPORTATION SERVICES USA CORPORATION

  • Oceanside, ca

  • Operations Analyst

    • Jun 2016 - Apr 2020
    • Oceanside, ca

    Generalist for accounts payable/receivables, billing, ridership data entry and reporting, compiling agency reports daily, weekly, monthly, annually. Flagging billing and collections. Works extensively with GM and Finance Manager. Uses in depth/complex Excel spreadsheets. Assists with all office administration duties.

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  City of Carlsbad

  • United States
  • Government Administration
  • 700 & Above Employee

  • Television Programming Assistant

    • Oct 2010 - Aug 2015

    Determines and schedules all programming for local cable television channel network. Provides voice over for video projects. Reconciles scripts, produces bulletins for channel calendar, manages YouTube channel and SEO, manages iPressRoom account, updates company website. Using Tightrope Media Systems technology, MS Sharepoint.

  • Account Clerk II

    • Jun 2009 - Oct 2010

    Finance Department, City of CarlsbadCashierResponsible for managing a cash drawer.Solve billing problems and handle customer inquiries. Take all customer payments. Process incoming AR. Process all deposits from various city locations.

• 

  PS Enterprises

  • United States

  • Owner

    • Apr 2008 - Aug 2015
    • United States

    Retail Webstore Owner (Garden Decor Galore); The Picasso Kid co-owner- children's art books. Instructor of SEO at adult education school.

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  Brandes Investment Partners

  • United States
  • Investment Management
  • 200 - 300 Employee

  • Sales/Client Services Associate

    • Apr 1997 - Mar 2006

    High volume incoming/outgoing calls for several territories.Primary contact for over 4,000 customers (first point of contact). Fulfill all client service requests. Solve all customer issues.Furnish product information including details of holdings and performance.Process all incoming orders and inquiries. Facilitate partnering relationships with internal departments such as marketing, sales, product management, operations, and compliance.Produce service and regional sales reports.Maintain/edit Seibel CRM database.Schedule sales meetings for regional/national sales managers. Prepare and distribute all communications.Make product recommendations.Devised special projects for improving business relationships.

  • New Accounts Administrator

    • Apr 1997 - Mar 2006

    Garner over $600 million in new assets in designated territory.Retain over $1 billion in assets and manage over $25.2 billion in assets.Develop sales/marketing strategies for sales region. Coordinate marketing & sales initiatives with external regional manager.Collaborate with marketing, sales, product management, operations, and compliance departments.Produce sales tracking reports and contact relationship management database.Secure sales appointments and manage calendar and travel.Prepare and distribute all marketing materials, conference presentations, and communications.Fulfill all client service requests. Present company's products/services, investment process, and philosophy to prospects and clients in a public forum. Conduct portfolio reviews.Review and determine eligibility of all new accounts.Conduct all new account operations.

  • Key Relationship Associate, Client Services

    • 1997 - 2006

    Dynamic, highly accomplished sales & marketing professional with demonstrated record of achievement and success driving multimillion-dollar sales growth and asset retention within geographic territory and on national level. Domestic and international experience in client services, sales, marketing, relationship development & maintenance, multi-channel product distribution, and strategic positioning in highly competitive markets. Tenacious in building new business, securing customer loyalty, and forging strong relationships with external business partners. Thrives in a challenging and collaborative sales and product environment. • Manage 38 largest clients totaling $25.2 billion in assets.• Develop sales/marketing strategies for business partners. • Coordinate marketing & sales initiatives within firm’s sales groups.• Produce/create presentation content for national conferences.• Liaison for all public relations.• Collaborate with marketing, sales, product management, operations, and compliance departments of client.• Assist in contract/fee negotiation and compliance review.• Fulfill all client service requests.

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  Sir Speedy

  • Store Manager/Sales Rep

    • Apr 1994 - Apr 1997

    Conduct inside and outside sales for regional territory.Fulfill all customer service requests. Manage all employees, printing jobs, cash, and supplies.

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  American Film Technologies

  • Designer

    • 1987 - 1993

    Designed colorization for motion pictures, television shows, animated cartoons, and music videos.