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Work Background
Beacon PointeSenior Account Services Associate
Dec. 2023Scottsdale, Arizona, United StatesAs a member of the Client Service Department, this role is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide the firm’s clients with a personalized service experience. The duties include portfolio maintenance, onboarding of new relationships, database management and client service.
Charles SchwabAdvisor Services
Jul. 2021 - Dec. 2023Phoenix, Arizona, United StatesAssist advisors with transactional requests through a mix of inbound and outbound calls related to money movement, transaction status, and transfer of accounts.
Provide outstanding client service with a “one call resolution” mentality while demonstrating empathy and problem-solving skills
Champion client use of Schwab’s digital platform and provide website navigational support by leading with a superior understanding of features and benefits of Schwab tools, products, and services in order to encourage adoption of our industry leading platform
City Health Urgent CareMedical Tester
Jan. 2021 - Jul. 2021San Francisco Bay AreaCOVID-19 Nasal Sample Collection Administer, process and document rapid COVID-19 as well as RT-PRC tests ID Now Antigen. Use Laboratory Information System(LIS) software to create test orders. Track patient information in browser based spreadsheets and send results.
U.S. House of RepresentativesIntern
Sep. 2018 - Apr. 2019Phoenix, ArizonaProvide administrative assistance to the Congressman and his staff, answer phones and interface with constituents while also assisting with congressional events and meetings.
San Francisco GiantsRetail Associate
Jan. 2017 - Dec. 2019Scottsdale, Arizona and San Francisco, CaliforniaWorked during both Spring Training in Arizona as well as regular season games in San Francisco where I greeted customers, answered questions, offered assistance, lended opinions and provided product information in which I demonstrated outstanding customer service and selling skills.
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