Deep Enrich
Avery Boles
Personal Assistant
271 followers
Columbia Falls, Montana, United States
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About me
Client Manager at IMA Financial Group
Education
California State University, Fullerton
2017 - 2021Bachelor of Arts - BA Business, Management, Marketing, and Related Support Services
Citrus College
2014 - 2017A.S., Recording Technology Recording Arts Technology/TechnicianReceived:- A.S., Recording Technology- A.A., Liberal Arts - A.A., Social and Behavioral Sciences- Certificate in Audio Recording TechnologyDeans List: Fall 2016
Experience
Brant Griffin, Co-founder/Partner/CCO of North Pier Fiduciary Management
Sept 2014 - Mar 2015Personal Assistant- Managed Airbnb properties (bookings and reservations)- Documented expenditures- Researched and organized legal documents (eviction notices, formal complaints)
Starbucks
Nov 2014 - Aug 2019Barista Trainer & Barista- Received eight awards for service recognition- Received Coffee Master Certification- Experience working in fast pace, high customer demand environment.- Ensured customer satisfaction practicing efficient quality beverage routine
Bolton & Company
Aug 2019 - May 2021Client Analyst
IMA Financial Group, Inc.
May 2021 - nowClient Manager
Nov 2024 - nowAssociate Client Manager
Mar 2023 - Nov 2024Client Analyst
May 2021 - Mar 2023
Licenses & Certifications
- View certificate
Learning Watson Analytics
Lynda.comApr 2019
- View certificate
SEO Foundations
Lynda.comMay 2019 - View certificate
Google Analytics Essential Training
Lynda.comApr 2019 - View certificate
Online Marketing Foundations
Lynda.comMay 2018 - View certificate
Google Ads (AdWords) Essential Training
Lynda.comMar 2019
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