Daniel P.

Experience

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  Ralphs Grocery Company

  Jul 2017 - Nov 2017

  Courtesy Clerk
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  Hollywood Notary Public

  Nov 2017 - Sept 2018

  Operations Assistant

  • Helped in the digitization of 8mm and 16mm film into jpeg files.• Managed digital database entry and physical file systems.• Scanned documents and saved in database to keep records of essential organizational information.• Dealt with customers in a friendly and cordial manner in order to leave lasting impression.• Archived photo and film transfers of all formats- VHS, Betamax, Betacam, HDCAM, Hi8, DVCAM• Photo, Negative, and Slide scanning in order to revive old footage. Show less

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  CML Wealth Management

  Jun 2019 - Sept 2019

  Financial Consultant Intern

  • Assisted in trading and rebalancing $50+ Million worth of client investment and retirement accounts.• Helped finalize recommendation letters developing financial plans for clients and/or prospects.• Researching mutual funds and individual stocks.• Run extensive Morningstar research reports ensuring model is correctly positioned as advisor intends.• Worked alongside advisors to develop financial planning strategies and solutions through evaluation of finances.• Manage account cash balances to satisfy necessary transactions such as periodic distributions, RMD’s and lump sum distribution requests.• Use of pivot tables in order to efficiently organize data,identify patterns in data, and expedite the summarization of information. Allowed management to easily analyze and make important decisions more swiftly.• Efficiently used financial economics data from Federal Reserve Economic Data database at Federal Reserve Bank of Saint Louis in order to measure changes in housing prices from 2002 to 2016. • Researched the amortization of fixed rate and floating rate mortgages, and providing input regarding whether refinancing would be a wise decision for the client.• Calculated the minimum variance portfolio in Microsoft Excel in order to determine portfolio weights and the correlation between individual stocks so that the lowest possible risk for the rate of expected return was achieved.• Managed money, mutual funds and ETF’s, Pivot Tables• Fixed-indexed, variable and fixed annuities• Tax return review• Proficient in Microsoft Excel, Word, and Powerpoint• Financial CRM software Show less

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  Bruin Hyperloop

  Sept 2019 - Jun 2020

  Business Subteam Member

  • Assisted in raising $25,000 for the engineering team to complete their projects and to compete in the annual SpaceX Hyperloop Competition.• Ensure revenue goals are attained by partnering with leadership and evaluating the effectiveness of the on-going fundraising campaign (cost/expense).

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  Salah Law Corporation

  Jun 2020 - Dec 2021

  Legal Assistant

  • Organize and maintain files pertaining to litigation under the supervision of an attorney• Organize and maintain calendar events, manage deadlines, set depositions and med-legal evaluations via telephone or email• Performing administrative assistance duties• Drafting and processing File & Serve Documents, Proof of Service, Notice of Hearing• Assist attorneys in collecting information such as employment and medical records

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  Agyle LLC

  Feb 2022 - now

  Administrative Assistant

  • Create and implement Standard Operating Procedures for Sanitation and Hygiene, Cultivation and Growing Operations, Inventory Management, and Waste Disposal. • Managed day-to-day operations, supervising in areas including supply chain, procurement, distribution, inventory and compliance.• Worked closely alongside CEO and COO to identify new business opportunities and routinely participated in the business development and sales process.• Consistently generated $160,000 in monthly revenue from business operations.• Built strong relationships and acted as main point of contact for all vendors and distribution partners.• Manage multiple, concurrent processes, and where necessary, strategically prioritize to ensure all deadlines are met. • Expanded the company’s distribution and sales network by finding distributors, retail stores and companies in other channels.• Present key performance metrics at quarterly business reviews to upper management, including actions to mitigate shortfalls where applicable.• Development and implementation of comprehensive harvesting plan that details procedures and processes followed during harvesting to ensure consistency and compliance. • Oversee all METRC inputs and reports, reviewing all outgoing and incoming METRC orders, ensuring complete accuracy with the manifests and invoices.• Regularly conducting assessments to determine whether policies are compliant with the law. • Responsible for being a key member of the management team and will work closely with other departments to ensure compliance with all levels of regulation. Show less