HIGHLY MOTIVATED, HARD-WORKING, ORGANIZED CREATIVE THINKER WHO IS SOLUTION-DRIVEN AND THRIVES ON DELIVERING EXEMPLARY CUSTOMER SERVICE. IDEALLY, A ROLE INCORPORATING MY INTERPERSONAL SKILLS TO ACHIEVE COMPANY GOALS FOCUSING ON CUSTOMER INTERACTION, SATISFACTION, AND EXPERIENCE. PEOPLE ARE MY PASSION!
IN 2019, I STARTED THE TRANSITION FROM A CAREER IN FINANCIAL SERVICES TO EVENTUALLY, ONE IN MEDIA AND COMMUNICATIONS. I AM CURRENTLY ENROLLED IN SCHOOL TO EXPAND MY EDUCATION AND SKILLSET, AND EXCITED FOR WHAT THE FUTURE HOLDS, AS WELL AS THE CONTRIBUTIONS I CAN MAKE TO A DYNAMIC, REPUTABLE COMPANY.
Skills
PC, Mac, Adobe, Microsoft Office Suite, Photoshop, various in-house PC and Mac-based applications.
Nominated for and received several awards from peers and managers for service excellence in the financial services profession. Consistently promoted throughout career and grew within each role, contributing to the success of employers.
Accounts payable
Adobe
Photoshop
Attention to detail
Cashiering
Computer Literacy
Clients
Client
Customer service
Documentation
Event planning
Senior management
Facilities management
Financial
Fixed Income
Mac
Employee management
Marketing
Meetings
Mentoring
Access
Money
Microsoft Office Suite
Office
Policies
Presentations
Procurement
Recruiting
Reporting
Sales
Securities
Strategy
Supervision
Telecom
Upgrades
Website design
Education and Training
University of California or Mills College (TBD)Bay Area, CAExpected in 2022 – –Bachelors Degree:Media Studies, Media and Communications - GPA:
Peralta College District, Expected in – –AA:Liberal Arts with, Humanities, Transfer - GPA:GPA: 4.0
Experience
Pilgrim's Pride Corp. - Student Greeley, CO, 01/2020 - Current
Resumed academia during the coronavirus pandemic; obtained Associates Degree in Communications with Academic Honors (4.0 GPA), applied and was accepted into the California State University Media Studies Program in anticipation of completing Bachelor's Degree in Media/Communications.
JP Morgan Chase Bank - Supervisory Manager / Vice President City, STATE, 07/2012 - 09/2019
Reported through Risk, directly supervised approximately 350 securities-licensed employees in 70 branches in the East Bay.
Vast experience in all aspects of employee management: recruiting, development, training, licensing requirements, continuing education, disciplinary action, terminations, and expense management.
Maintain required documentation as mandated by state and industry regulators.
Conducted weekly territory meetings to discuss policies, procedures, operations, compliance, and technology updates.
Experienced public speaker: Presented to operating committees, peers, clients, small and large groups, including upper echelons of corporate management.
Morgan Stanley - Group Administrator/ Senior Business Analyst City, STATE, 08/2011 - 07/2012
Highly specialized role; supported top-ranked sales team; directly managed Compliance, Risk, Operations, and client interactions, ensured adherence to policies and procedures while providing superior customer service.
As the head of a 7-person team, this position worked closely with senior management and internal partners to ensure smooth and efficient execution in all matters concerning day-to-day business.
Addressed complex issues requiring extensive attention to detail; identified and resolved problems involving trades, stock and money movements, partnering with appropriate internal and external resources in order to meet critical deadlines and cutoffs.
Recruit, train, and manage support staff.
Attended yearly leadership meetings to network with industry professionals and source cost-saving workman's compensation and insurance policy solutions.
Piper Jaffray & Co - Administrative Manager / Senior Business Analyst / Team Administrator City, STATE, 09/2005 - 08/2011
Directly supported the divisional head of Fixed Income Sales and Trading at company headquarters; oversaw human capital strategy, working closely with internal partners to ensure smooth and efficient execution of Compliance and Administration-related initiatives.
Recruit, train, manage and provide mentoring/guidance to registered sales assistants and team leaders.
Event planning for internal/external clients, development and maintenance of divisional business continuity plan, daily procedural and compliance supervision, documentation and maintenance of gifts/entertainment log, correspondence review and approval, new account review and approval, electronic communications review and escalation of noted items, review and approval of third-party cashiering disbursements, money movements, and all checks and wires exceeding $10 million, facilities management and procurement of technology and telecom equipment, supervision of systems access and data subscriptions, generation and design of marketing pieces, internal website design and maintenance, coordination of office openings and closures, coordination and communication of technology-related rollouts and upgrades, accounts payable supervision, coordination of departmental state and regulatory licensing requirements, review and approval of travel & expense reports.
Additional Information
LICENSING
, Series 7, 66, 9, 10, 24, 53 and CA Life & Health Licenses.
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School Attended
University of California or Mills College (TBD)
Peralta College District
Job Titles Held:
Student
Supervisory Manager / Vice President
Group Administrator/ Senior Business Analyst
Administrative Manager / Senior Business Analyst / Team Administrator
