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Work Background
Marsh McLennanAnalyst II Account Management
Jan. 2025
Everything Creative DesignsDesign Assistant
Jan. 2024 - Jan. 2025San Diego, California, United StatesAssist in coordinating logistics for staging projects, including scheduling deliveries and installations. Gather feedback from clients and the design team post-staging to evaluate the effectiveness of designs and suggest improvements. Collaborate with the design team to develop staging concepts that enhance the property’s appeal.
Northwestern MutualFinancial Representative
Sep. 2023 - Mar. 2024United StatesMeet with clients to assess their financial situations, understand their goals, and gather relevant financial information. Build and maintain relationships with clients, prospects, and industry professionals to expand the client base and enhance service offerings. Ensure that all financial practices comply with relevant regulations and industry standards.
Gunlikson CPAAdministrative Assistant Bookkeeper
Jan. 2022 - Sep. 2023Oversee day-to-day office operations, ensuring a tidy and organized workspace. Handle incoming and outgoing communications, including phone calls, emails, and correspondence, and ensure timely responses. Maintain and update databases, spreadsheets, and filing systems to ensure information is accurate and accessible.
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