Jessica Claire
  • Montgomery Street, San Francisco, CA 94105
  • Home: (555) 432-1000
  • Cell:
Skilled financial professional with more than two years of financial services industry experience. Driven processing associate who has achieved success in a variety of roles with increasing levels of responsibility. An effective communicator and team-builder with strong analytical, management and organizational skills. 
  • FINRA Series 6 and 63 License
  • Strong problem solving and communication skills
  • Fluent in Spanish and English
  • Excellent time management 
  • Analytical
  • Goal-oriented
  • Reliable
Professional Experience
Individual Contributor II, 05/2013 to Current
The Vanguard GroupCity, STATE,
  • Interpret and process a variety of retail client transfer requests for brokerage accounts
  • Provide ongoing training and coaching for new hire and contractor groups
  • Part of the​ Engagement Team and the Empowerment Program to foster workplace collaboration and improve procedures for internal transfers
Supplemental Instructor , 2012 to 04/2013
Northern Arizona UniversityCity, STATE,
  • Provided supplemental review sessions for introductory management and economics classes
  • Collaborated with course professors on a weekly basis to develop strategies for enhancing student retention
Owner/manager, 07/2006 to 07/2008
Chihuas RestaurantCity, STATE,
  • Opened successful family restaurant and managed financial operations as high school student
  • Responsible for business budgeting, staff hiring and running day-to-day operations
BBA: Finance, Expected in 2013
Northern Arizona University - Flagstaff, AZ
  • Invited by Mr. Warren Buffett to represent The W.A. Franke College of Business in Omaha, NE in 2013
  • Member of the Delta Sigma Pi co-ed business fraternity
BBA: Business Ecomonics, Expected in 2013
Northern Arizona University - Flagstaff, AZ
  • Vice President of the Omicron Delta Epsilon Economics Honor Society during senior year
  • Member of the Austrian Economics Club
  • Develop and expand new procedures for transfers between mutual fund and brokerage accounts as part of the Vanguard's transition to a brokerage platform
  • Spot Award for outstanding leadership, problem-solving skills and resource management as the primary coach in the new Vanguard Brokerage Account training of Integrated Client Services department
  • Certificate of Recognition for building successful business partner relationships and helping representatives across departments successfully serve high-net-worth clients throughout tax season
  • Retail Investor Group Recognition Award for teamwork and resolving complex issues for clients in elevated situations. 

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School Attended

  • Northern Arizona University
  • Northern Arizona University

Job Titles Held:

  • Individual Contributor II
  • Supplemental Instructor
  • Owner/manager


  • BBA
  • BBA

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