Experience

AssetMark

• United States
• Financial Services
• 500 - 600 Employee

• Senior Custody Operations Team Leader

  • Feb 2022 - Present

  United States Manage team of direct reports who handle all incoming and outgoing transfers and allocations for assets on the AssetMark platform.

• Platinum Services Team Leader

  • Nov 2020 - Feb 2022

• Gold Operations Team Leader

  • Jan 2020 - Nov 2020

  Phoenix, Arizona, United States

• Account Operations Team Lead

  • May 2018 - Jan 2020

  Phoenix, Arizona Area

• Platinum Case Manager

  • Jan 2017 - Apr 2018

  Phoenix, Arizona Area

• New Business Case Manager

  • Nov 2015 - Jan 2017

  Phoenix, Arizona Area

• Operations Specialist

  • Jun 2015 - Nov 2015

  Phoenix, Arizona Area

• New Business Case Manager

  • Feb 2014 - Jun 2015

  Phoenix, Arizona Area

• Transfer Specialist

  • Aug 2013 - Feb 2014

  Phoenix, Arizona, United States



Coconuts Fish Cafe

• United States
• Restaurants
• 1 - 100 Employee

• Cashier

  • Apr 2013 - Aug 2013

  Scottsdale Arizona



Academy Mortgage Corporation

• United States
• Financial Services
• 700 & Above Employee

• Front Desk Receptionist

  • Feb 2013 - Aug 2013



Shaw & Lines

• Front Desk Receptionist

  • Apr 2012 - Jan 2013



Par Exsalonce

• United States
• Health, Wellness & Fitness
• 1 - 100 Employee

• Cosmetologist

  • Apr 2012 - Oct 2012

  Phoenix, Arizona, United States



Fantastic Sams Franchise Corp

• United States
• Consumer Services
• 400 - 500 Employee

• Cosmetologist - Assistant Manager

  • Sep 2010 - Apr 2012

  Scottsdale, Arizona, United States

• Cosmetologist

  • Apr 2010 - Sep 2010

  Prescott, Arizona, United States



Prescott Eye Care

• Back office technician

  • May 2005 - Apr 2008