Jacqueline Szeto

Jacqueline Szeto

Investment Advisory Intern

Followers of Jacqueline Szeto1000 followers
location of Jacqueline SzetoMilpitas, California, United States

Connect with Jacqueline Szeto to Send Message

Connect

Connect with Jacqueline Szeto to Send Message

Connect
  • Timeline

  • About me

    Health & Wellness | Employee Engagement | Program Manager

  • Education

    • Irvington High School

      1999 - 2003

      Activities and Societies: California Scholarship Federation

    • University of California, Davis

      2003 - 2007
      Bachelor of Science Managerial Economics

      Activities and Societies: Golden Key International Honour Society, Treasurer and Fundraiser Director from 2006-2007, Picnic Day Volunteer 2004-2007, Completed UC Davis Student Leadership Development Series: A program to develop citizenship, advocacy, and leadership skills. Graduated with Honors, along with a minor in Communication.

  • Experience

    • Gibson Capital Management

      Jun 2006 - Sept 2006
      Investment Advisory Intern

      Gibson Capital Management is an independent registered investment advisory firm. I analyzed client data and provided metrics for over 300 investing transactions and personal data.Ifielded over 40 investment companies to gain information about clients’ transactions for reporting purposes.

    • GPSG West/Johnson and Johnson

      Jan 2007 - Jun 2007
      Finance Intern

      Global Pharmaceutical Supply Group, a unit of ALZA, is a pharmaceutical and medical company that is owned by the parent company, Johnson and Johnson. The main priority was to partner with Human Resources to address SOX compliance as it related to key human resources activities exposed to potential control risk/compromise. Key achievements included:♦ Managed document controls for human resources/payroll activities including: recruiting, business conduct, temporary labor, payroll and terminations.♦ Created test scripts, process flow charts with analyzed control matrices for key human resource activities requiring controls.♦ Administered SOX audits related to human resource/payroll functions and drafted corrective action plans as needed.♦ Developed policies and procedures documents outlining all activities integrating worldwide procedures and internal business practices towards consistency and compliance. Show less

    • Brocade Communications

      Jul 2007 - Sept 2007
      Human Resources Intern

      Brocade is a networking company that helps the world’s leading organizations transition smoothly to a world where applications and information reside anywhere.During my internship, I partnered with various areas of Human Resources, such as University Relations, Immigration and Compliance, and HR Operations/Technology. The impact of my internship included: ♦ Researched and evaluated career fair opportunities, student organizations, and prospective recruiting schools for the University Program.♦ Managed calendar for University Program’s campus visits.♦ Supported I-9 compliance and maintained international employee records; ensured documents were accurate for audit readiness.♦ Analyzed competitive compensation salary for job descriptions across five different departments.♦ Performed job description revisions to ensure consistency in HRIS (Oracle) system. Show less

    • Bay City Flower

      Feb 2008 - Jun 2009
      Account Executive

      Bay City Flower is a wholesaler of potted flowers that available to retailers nationwide. I managed multiple vendors and customer orders such as online gift retailers, and analyzed weekly projection of inventory to ensure order fulfillment. I ensured the highest satisfaction of products and customer service through resolving customer complaints. To ensure fulfillment the weekly and monthly orders, I collected, measured, and analyzed customer data and planned seasonal and alternative supplies based on customer demands. Show less

    • Netflix

      Jun 2009 - Jul 2009
      Recruiting Researcher (Contract)

      Netflix is the world’s leading Internet subscription service for movies and television shows. I sourced and interviewed external candidates for assigned requisitions in Operations. I developed and executed comprehensive search strategies designed to recruit candidates in limited candidate space. I provided follow up feedback to candidates and to hiring managers on results of interview, and managed scheduled phone screens for Operations recruiters to optimize productivity.

    • Brocade

      Oct 2009 - Jan 2018

      Brocade is a networking company that helps the world’s leading organizations transition smoothly to a world where applications and information reside anywhere.I am a champion for health and wellness. I managed the global wellness program on vision, strategy, goals, and direction to align with Brocade’s goals around corporate wellness and employee engagement. Some of the exciting initiatives that I developed included global and regional wellness challenges and health awareness campaigns based on medical cost drivers, and managed the wellness incentives and quarterly recognition program. I partnered with global Benefits team, health and wellness champions in U.S, India, United Kingdom, and Singapore, Executives, Facilities such as on-site fitness center and cafeteria, and key stakeholders to implement initiatives for employees and families. I supported all communication and marketing strategies across all geographic locations by leveraging corporate communications, intranet sites, and external social media sites. I shared the success of Brocade’s strategy through external speaking opportunities and publications, which include: ♦ Stanford Health Promotion Network’s Creating a Culture of Wellness Presentation – March 2013 ♦ Silicon Valley Leadership Group’s Workplace Wellness Summit – April 2013, July 2014, April 2016♦ Global Media Dynamics Health and Wellness Congress for Employees Conference – February 2014♦ San Jose Business Journal’s Healthiest Employers in the Bay Area Publication – September 2014♦ Laura Putnam's published book, "Workplace Wellness That Works" - June 2015♦ Denver Business Journal's Denver Healthiest Employer Publication - February 2016♦ Global Media Dynamics Health and Wellness Congress for Employees Conference – April 2016Since August 2015, I managed all employee global social events to engage employees in fun quarterly on-site opportunities, such as the Chili Bowl and Halloween. Show less I managed and delivered a CEO sponsored global University Development Program (UDP) to over 200+ new college graduates and 7 UDP sessions. Programs held in San Jose, CA and Bangalore, India. I ensured that the program was under-budget and with the highest level of satisfaction. I also certified the Talent Acquisition Certified Talent Acquisition team members and Learning and Development Partner in San Jose and Bangalore through Train-the-Trainer process for internal course offerings in UDP. I communicated e-Learning courses across geographic locations. Show less I managed and delivered courses to over 4+ UDP classes to new college graduates. Some of the key highlights were:♦ Global vendor management supporting external and internal vendors with on-site trainings.♦ Managed UDP and partnered with key stakeholders such as Executives, Hiring Managers, and Guest Speakers regarding continuous support with UDP.♦ Certified in 11 business soft skills classes (ie: negotiating, finance, Influencer model, etc) from external vendors and internal learning and development team.I interacted with the employees through facilitating weekly new employee orientation and internal courses to managers and employees on leadership courses. I also program managed the PDI 360 feedback process and provided the feedback mechanism to managers and individual contributors. Show less

      • Wellness & Social Events Program Manager

        Aug 2012 - Jan 2018
      • Program Manager, Learning and Development

        Sept 2011 - Aug 2012
      • Learning and Development Specialist

        Feb 2010 - Sept 2011
      • Learning and Development Coordinator

        Oct 2009 - Feb 2010
  • Licenses & Certifications

    • Finance for Non-Finance Employees

      Paradigm Learning
    • PROFILOR 360 Feedback

      Personnel Decisions International
    • C.O.A.C.H: Applying Emotional Intelligence to Coaching

      Emmerling Consulting
      May 2011
    • Emotional Intelligence and Interpersonal Communication

      Emmerling Consulting
      May 2011
    • LIFO (Life Orientations)

      The Schutz Company
      Feb 2011
    • Negotiating for Results

      Vantage Partners
      Feb 2011
    • Goal Setting and Career Development

      Brocade Internal Offering
      Jan 2011
    • Influencer

      Vital Smarts
      Aug 2010
    • ART of Contribution

      Brocade Internal Offering
      Jul 2010
    • Effective Meetings

      Brocade Internal Offering
      Jul 2010