
Jacqueline Szeto
Investment Advisory Intern

Connect with Jacqueline Szeto to Send Message
Connect
Connect with Jacqueline Szeto to Send Message
ConnectTimeline
About me
Health & Wellness | Employee Engagement | Program Manager
Education

Irvington High School
1999 - 2003Activities and Societies: California Scholarship Federation

University of California, Davis
2003 - 2007Bachelor of Science Managerial EconomicsActivities 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 2006Investment Advisory InternGibson 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 2007Finance InternGlobal 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 2007Human Resources InternBrocade 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 2009Account ExecutiveBay 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 2009Recruiting 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 2018Brocade 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 2018Program Manager, Learning and Development
Sept 2011 - Aug 2012Learning and Development Specialist
Feb 2010 - Sept 2011Learning 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 ConsultingMay 2011
Emotional Intelligence and Interpersonal Communication
Emmerling ConsultingMay 2011
LIFO (Life Orientations)
The Schutz CompanyFeb 2011
Negotiating for Results
Vantage PartnersFeb 2011
Goal Setting and Career Development
Brocade Internal OfferingJan 2011
Influencer
Vital SmartsAug 2010
ART of Contribution
Brocade Internal OfferingJul 2010
Effective Meetings
Brocade Internal OfferingJul 2010
Recommendations

Bhupendra singh
Senior Magento Developer |Theme customization , Migration | Module development | Hyva Theme | 5 Star...Meerut, Uttar Pradesh, India
Alfredo hidalgo
Senior Powerplant EngineerSan Salvador, El Salvador
Pakinam hossam
Software Engineer at noonالقاهرة مصر
Austin metoyer
President & CEO of Downtown Long Beach AllianceLong Beach, California, United States
Anoushka singh
System Engineer at Infosys limited | Java | Spring Framework | MySQL | Azure | CloudIndia
Damitha ranasinghe
Chartered Civil Engineer / Project Manager at Surath Wickramasinghe Associates Consulting (Pvt) LtdSri Lanka
Qu'wylo fowler
Small Business Solutions AdvisorSt Paul, Minnesota, United States
Dimitra koutsomitrou
International Regulatory Affairs Project ManagerGreece
Joseph phillips
Dedicated, hardworking & adventurous media content creator, whose experience ranges from Directing t...Hemel Hempstead, England, United Kingdom
André de klerk
Financial Analyst | CA (ANZ) | CA(SA)Wellington, Wellington, New Zealand
Mohamed ramadan hashem
Technical Office Engineer at cscecCairo, Cairo, Egypt
Ryan mike lawagan
Process EngineerCalabarzon, Philippines
Pang tun yang
Passion for storytellingSingapore
Ezeh nkiru vivian
International Admissions/International advisor/Study Abroad Expert /Visa OfficerAbuja, Federal Capital Territory, Nigeria
Aymane aymane
Supply Chain specialistParis, Île-de-France, France
Ca pratikkumar sethiya
Indirect Tax Consultant at EY Chartered Accountant || B.ComMumbai, Maharashtra, India
Am froid solutions
SPÉCIALISTE EN PANNEAUX INDUSTRIEL ET MATÉRIEL FRIGORIFIQUELens, Hauts-de-France, France
Aliyya rifki
Aktivis Yayasan Lingkar Studi Bedah PlastikJakarta, Jakarta, Indonesia
Avishkar ramesar
DevOps Platform Engineer at FNBCity of Johannesburg, Gauteng, South Africa
Manikandan selvam
Software EngineerChennai, Tamil Nadu, India
...