I began working as an intern at Dean Witter in 1989, when I was in high school, and am currently working as a Senior Registered Client Service Associate at UBS Financial Services.Ā With the exception of a three year stint as a manager at KFC, I have spent my entire adult life in the financial industry.Ā I worked as an intern, receptionist, and cashier before becoming a CSA.Ā I am experienced in all aspects of the admin side of this business.Ā I am a CSA coach for two branches.
- Series 7 License
- Series 63 License
- Series 65 License
- Insurance License
- Reliable
- Excellent communication skills
- Goal-oriented
- People-oriented
Sherman Oaks, CA, 08/2013 -
Client relations, problem analysis and resolution, inflows and outflows, team management, peer training, product analysis, time efficiency and productivity.
Redlands, CA, 04/2001 - 08/2013 Client relations, problem analysis and resolution, inflows and outflows, team management, peer training, product analysis, time efficiency and productivity.
Endicott, NY, 01/1999 - 04/2001 Client relations, account inflows and outflows, assisted financial advisors to effectively run their businesses.
Buford, GA, 01/1998 - 01/1999
Increased my knowledge of managing people, time, inventory, food preparation, operating costs, controlling costs, team work, cleanliness and sanitation.
Successfully increased the number of customers served in the drive-thru by 25% in one year.
Held a Serve Safe Food Certification.
City, STATE, 08/1995 - 01/1998 Learned about managing people, time, inventory, food preparation, operating costs, controlling costs, team work, cleanliness and sanitation.
City, STATE, 11/1989 - 09/1995 Worked my way up from an intern when I was a senior in high school to the branch's cashier, processing all incoming and outgoing checks, account transfers, wire transfers, and stock certificates.Ā I was the back up wire operator, new accounts clerk, mailroom clerk, and back up to the assistant operations manager.
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School Attended
- Mission College
- College of San Mateo
Job Titles Held:
- Senior Registered Client Service Associate
- Senior Registered Client Service Associate
- Registered Sales Assistant
- Manager/Co-owner
- Co-Manager
- Intern / Receptionist / Operations
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