Experience

ASC Trust

• Guam
• Financial Services
• 1 - 100 Employee

• Wealth Management Intern

  • Jun 2022 - Aug 2022

  ● Work closely with senior financial advisors in developing, structuring, monitoring, and analyzing retirement portfolios ● Create PowerPoints in preparation for financial advising presentation to companies and employees ● Operate FIS Relius system to generate daily reports in preparation for mailing and client meetings ● Perform administrative duties for the enrollment department with special projects for various clients ● Work closely with senior financial advisors in developing, structuring, monitoring, and analyzing retirement portfolios ● Create PowerPoints in preparation for financial advising presentation to companies and employees ● Operate FIS Relius system to generate daily reports in preparation for mailing and client meetings ● Perform administrative duties for the enrollment department with special projects for various clients



EY

• Entertainment Providers
• 1 - 100 Employee

• Audit

  • Dec 2021 - Jan 2022

  ● Review and analyze financial records to ensure all data is accurate and in compliance with industry law and regulation ● Prepare minute summaries and working papers, reports and supporting documents for audit findings. ● Test the design and operating effectiveness of internal controls by completing walk-throughs of complex business processes ● Interact with client management to discuss issues and maintain business relationship ● Review and analyze financial records to ensure all data is accurate and in compliance with industry law and regulation ● Prepare minute summaries and working papers, reports and supporting documents for audit findings. ● Test the design and operating effectiveness of internal controls by completing walk-throughs of complex business processes ● Interact with client management to discuss issues and maintain business relationship