Dependable, self-motivated individual bringing management experience and a willingness to take on added responsibility to meet tight deadlines. Enthusiastic team player with a strong work ethic and advanced complex problem solving skills.
Exceptional interpersonal communication
Client account management
Budgeting and finance
Long-term business planning and execution
Financial Advisor Intern01/2017
to Current LPL Financial – La Jolla,
Collaborate with private wealth management team to gain new prospects and clients through marketing campaigns directed towards San Diego based companies.
Partner with advisors to assist in client financial planning.
Conduct portfolio analysis and allocation based on goal oriented approaches.
to 06/2016 San Diego Gulls Hockey Club – San Diego,
Prepare, organize and distribute credentials to scouts, media and visiting team management.
Develop and present pre-game notes to team coaches and staff.
Track, compile and summarize in-game statistics for Gulls radio broadcasts.
Strengthen company's business through sales of season ticket packages to current and prospective clients.
to 09/2013 Los Angeles Kings Hockey Club – Los Angeles,
Study player valuation and examine efficiency rating systems
Calculate player roll efficiency
Review NHL Collective Bargaining Agreement and salary cap
Bachelor of Science: Business Management2017San Diego State University-
Coursework includes: Business Law, Business Analytics, Statistical Methods, Corporate Finance