Experience

Manhattan West

• Real Estate

• Client Associate

  • Mar 2022 - Aug 2022

  Los Angeles, California, United States



Avier Wealth Advisors

• United States
• Financial Services
• 1 - 100 Employee

• Associate Advisor

  • Sep 2021 - Jan 2022

  Bellevue, Washington, United States Proficiencies: Salesforce | DocuSign | TD Ameritrade’s Veo One | Fidelity’s Wealthscape | Fidelity Charitable | Schwab Advisor Services | AEF Donor Central | Orion | Money Guide Pro | Citrix | Microsoft Office Products

• Client Service Associate

  • Jun 2020 - Sep 2021

  Bellevue, Washington, United States Provided support as a Client Service Associate on over 400 client accounts. In this capacity, I assisted clients and the advisory team navigate daily inquiries related to client onboarding, account set up, and maintenance. Aside from assisting with client matters I was also responsible for training a growing client service and advisory team. Proficiencies: Salesforce | DocuSign | TD Ameritrade’s Veo One | Fidelity’s Wealthscape | Fidelity Charitable | Schwab Advisor Services | AEF… Show more Provided support as a Client Service Associate on over 400 client accounts. In this capacity, I assisted clients and the advisory team navigate daily inquiries related to client onboarding, account set up, and maintenance. Aside from assisting with client matters I was also responsible for training a growing client service and advisory team. Proficiencies: Salesforce | DocuSign | TD Ameritrade’s Veo One | Fidelity’s Wealthscape | Fidelity Charitable | Schwab Advisor Services | AEF Donor Central | Orion | Money Guide Pro | Citrix | Microsoft Office Products



Stone City Kitchen and Bath Design Center

• United States
• Industrial Machinery Manufacturing
• 1 - 100 Employee

• Assistant Manager

  • Oct 2009 - Jul 2012

  Greater Chicago Area While working as the assistant manager for Stone City, I developed skills in management, sales, and customer relations. In this position, I oversaw duties of sales associates and sub-contractors, hired and trained employees, assisted with accounting, designed showroom displays, and helped plan client events aimed at connecting with and gaining new clients. Additionally, I managed projects where I sold stone materials, appliances, and plumbing to residential and commercial clients and guided… Show more While working as the assistant manager for Stone City, I developed skills in management, sales, and customer relations. In this position, I oversaw duties of sales associates and sub-contractors, hired and trained employees, assisted with accounting, designed showroom displays, and helped plan client events aimed at connecting with and gaining new clients. Additionally, I managed projects where I sold stone materials, appliances, and plumbing to residential and commercial clients and guided them through the fabrication and installation processes. Show less