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Work Background
Lord Nelson PropertiesAccounting Manager
Mar. 2021San Francisco Bay AreaMaintaining accurate and up-to-date financial records.
Recording financial transactions, including invoices, receipts, and expenses.
Analyzing financial data to identify trends, opportunities, and risks.
Regularly reconciling accounts to ensure accuracy and resolve discrepancies.
Utilizing accounting software and tools to streamline tasks and improve efficiency.
Assisting with long-term financial planning, which may include forecasting, investment analysis, and financial modeling.
Lord Nelson PropertiesProject Manager
Jan. 2020 - Mar. 2021San Francisco Bay AreaEnsuring project deliverables meet quality standards and ownership requirements.
Developing project plans, including scope, objectives, timelines, and resource requirements.
Creating and maintaining project budgets.
Tracking project expenditures and ensuring cost control.
JPMorgan Chase & Co.Licensed Banker
Mar. 2019 - Nov. 2019San Francisco Bay AreaObtained Series 6,63 securities licenses
Analyzed clients' financial situations to recommend strategies
Maintained assigned portfolio of clients.
Opened and serviced personal and trust accounts.
Enterprise HoldingsAssistant Branch Manager
Jun. 2018 - Mar. 2019San Francisco· Highest Customer Service Quality Index in downtown San Francisco 6 months in a row.
· Manages daily fleet inventory and pricing. · Conducts Performance Development Reviews and training with employees. · Evaluates income statements to create profit-driven strategies. · Leads morning team meetings and executes daily operational plans.
Enterprise HoldingsManagement Trainee
Jul. 2017 - Jun. 2018Burlingame, California· Ranked in top 30% of sales and customer service matrix 11 out of 11 months.
· Designated by management as the account manager for car dealerships and body shops for customer service and account receivables. · Improved customer service score from 79 to 89 (out of 100) in the first three months of employment.
Striders San DiegoAssistant Bartender
Jan. 2017 - Jun. 2017San Diego, CA
FLUXX San DiegoSecurity Host/Busser
Dec. 2014 - Nov. 2015maintained cleanliness throughout venue
ensured VIP sections were well stocked promoted events
UC San Diego - Housing • Dining • HospitalityHospitality Clerk
May. 2013 - Sep. 2013La Jolla, CaliforniaOn campus summer job at UCSD. Handled large amounts of cash, keys, and important documents. Learned to communicate with people from all over the world and assist them on their visit to San Diego.
St. Augustine High School FootballVarsity Safeties Coach, Junior Varsity Defensive Coordinator
Mar. 2012 - Dec. 2016• Acted as a positive role model for team and school community
• Enforced team discipline both on and off the field
• Freshman Team Defensive Coordinator (2014), Varsity Linebackers Coach (2015), Varsity Defensive Backs Coach (2016), Junior Varsity Defensive Coordinator (2016)
• Coordinated and delegated tasks of opponent film upload, study and data entry
• Analyzed opponent data to identify trends and tendencies
• Created game plans based off of film and opponent trends
• Presented game plans in team meetings through Powerpoint
• Solved network, software, and computer issues during meetings
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