Trae Guinn
Financial Planning and Analysis Manager at Sandler Partners- Claim this Profile
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Bio
Experience
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Sandler Partners
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United States
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IT Services and IT Consulting
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100 - 200 Employee
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Financial Planning and Analysis Manager
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Jan 2020 - Present
Hermosa Beach, California, United States
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Commissions Assurance Manager
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Aug 2018 - Jan 2020
Hermosa Beach, California, United States
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Commissions Assurance Supervisor
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Jan 2018 - Aug 2018
Hermosa Beach, California, United States
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Senior Commissions Assurance Specialist
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Aug 2017 - Jan 2018
Hermosa Beach, California, United States
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Commissions Specialist
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Jul 2015 - Aug 2017
1200 Artesia Blvd #305, Hermosa Beach, CA 90254
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President
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Aug 2014 - May 2015
UC Berkeley
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Cal Alumni Association | UC Berkeley
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United States
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Higher Education
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1 - 100 Employee
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Event Assistant
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May 2014 - May 2015
Berkeley, California Provides assistance with various events in the Alumni House at UC Berkeley. Also, responsible for the setup of events ranging from weddings to casual social gatherings, and for the closure of the building.
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Instructional Technician/Assistant
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Jan 2011 - May 2015
Assist classroom teachers with classroom activities. Assist children with special needs and/or mental impairments with homework/classwork. Help kids ranging from preschool to high school with classwork/homework. Supervise entire classes in the after school education program. Provide hygiene assistance to kids with special needs.
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University of California, Berkeley
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United States
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Higher Education
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700 & Above Employee
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Student
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Jan 2011 - May 2015
Berkeley, CA Business Student at UC Berkeley.
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VP of Human Resources for Haas Undergraduate Black Business Association
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Sep 2012 - May 2014
Responsible for the recruitment and retention of members, keeping track of member activity, hosting events with sponsors such as the Big 4 Accounting Firms, and creating an inviting culture for prospective members. During my tenure, I have increased active membership by 50%.
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Assistant Baseball Coach & Trainer
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May 2014 - Aug 2014
Berkeley, CA Teaches kids and adults (ages 9-19) both the fundamentals of baseball and advanced techniques to help elevate their abilities. Helped lead practices and games weekly.
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Siebert Williams Shank
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United States
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Investment Banking
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1 - 100 Employee
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Paid Finance Intern
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May 2008 - Aug 2010
Filed resources. Created presentation books for visiting firms and potential clients. Attended company meetings. Received introduction to and training on the Bloomberg. Sat in on conference calls. Produced debt profiles for clients using Microsoft Excel. Retrieved contact information for potential clients. Logged unemployment rates for various cities/states and graphed them using Microsoft Excel.
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Education
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University of California, Berkeley
Bachelor of Business Administration - BBA, Business Administration and Management, General