Diana C.

Experience

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  Undergraduate Student Association Council, UCLA

  Sept 2016 - Jun 2018

  Campus Programs Committee Board Member

  • Managed a fund of over $500,000 from UCLA undergraduate and graduate student fees• Created a fund allocation budget based on projections from previous years for multiple cycles of funding • Carefully read through and dissected 300+ proposals for programs held by UCLA student run organizations with an emphasis on cultural and educational impact• Conducted hearings for all student groups and deliberated fund allocations with board members• Recommended alternate courses of action to reduce costs within the organizations’ programming Show less

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  DermatologiCare

  Apr 2018 - Jun 2018

  Front Desk/Medical Biller

  • Handled all patient scheduling, billing inquiries, and coordination of biopsy specimen pickups• Verified insurance eligibility and submitted billing data to insurance providers • Worked claims and claims denials to ensure maximum reimbursement for services provided• Created and sent out billing statements for pending accounts receivable • Administered patient intake forms and prepared charts for patients daily • Served as a clinical chaperone for full body female examinations• Performed autoclave sterilization procedures for surgical instruments Show less

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  ALO7 爱乐奇

  Apr 2019 - Feb 2021

  TESOL Certified Online Tutor

  • Tutored English to 50+ Chinese students from ages 5-12 using Alo 7's software• Enhanced student learning through patient instruction and ability to speak and explain concepts in Mandarin

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  Dowling & Yahnke Wealth Advisors

  Jun 2020 - Aug 2020

  Student Consultant - Georgetown University Master of Science in Finance

  • Conducted research into ESG investment funds, best practices in ESG investing, and demographic andsocietal trends in the ESG and social impact investing area• Assessed various ESG funds and outlined performance, competitiveness, and other factors for consideration when offering ESG investment options to clients• Provided an executive-level presentation to D&Y; sharing research findings and making recommendations for possible adoption by the firm’s investment committee

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  Ballentine Partners, LLC

  Jan 2021 - Jul 2023

  Wealth Planning Associate

  Ballentine Partners is an independent wealth management firm providing comprehensive investment and family office services to wealthy families and entrepreneurs. Our mission is to deliver an integrated approach to wealth advising that helps clients manage their financial lives and make the best use of their resources.

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  The Colony Group

  Oct 2023 - now

  Associate Wealth Advisor