Experience

Torrey Pines Bank

• United States
• Banking
• 100 - 200 Employee

• Senior Credit Analyst

  • Jun 2022 - Present

  Carmel Valley, California, United States

• Credit Analyst

  • Nov 2020 - Present

  Carmel Valley, California, United States



MCCARTHY WEALTH MANAGEMENT LIMITED

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Finance Intern

  • Jun 2019 - Aug 2019

  Newport Beach, California • Assisted Operations Manager with office management tasks as needed, financial planning tasks and marketing tasks • Aided in the completion of client account document processing • Developed clientele package for advisors to aid with conferences with clients • Reviewed advisors’ state insurance licenses and created Standard Operating Procedure for annual/biannual renewal • Constructed multiple retirement plans, building clients profiles and estimating short falls/surplus •… Show more • Assisted Operations Manager with office management tasks as needed, financial planning tasks and marketing tasks • Aided in the completion of client account document processing • Developed clientele package for advisors to aid with conferences with clients • Reviewed advisors’ state insurance licenses and created Standard Operating Procedure for annual/biannual renewal • Constructed multiple retirement plans, building clients profiles and estimating short falls/surplus • Read through Kaplan Advisors Ahead Preparatory Program • Aided in portfolio management regarding trade costs, surcharges, and finding suitable replacements Show less



Golden Hill Little League Inc

• United States
• Advertising Services

• Volunteer Coach

  • May 2018 - Aug 2018

  Fullerton, California •Responsible for creating specific practice plans for each day to ensure the development, safety and enjoyment of the players on a broad spectrum of skillsets while providing mentorship to continue their development into mature young men



Golden Hill Little League Inc

• United States
• Advertising Services

• Umpire

  • Feb 2015 - Jun 2015

  Fullerton, California • Responsible for efficiently officiating little league games alone using decision making skills, good judgment, time and people management skills • Maintained thorough knowledge of all rules, game procedures, umpire techniques and current baseball trends • Strengthened communication and interpersonal skills by communicating with players and coaches while under pressure