Kendall Marvin

Experience

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  Wildrivers Waterpark

  Apr 2011 - Oct 2011

  Lifeguard
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  The Ranch Sports Grill

  Aug 2011 - Jan 2012

  Hostess
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  Tonys Sea Landing

  Jun 2012 - Sept 2012

  Snack Bar Cashier
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  Panera Bread

  Aug 2012 - Sept 2013

  Cashier, Barista, Server
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  UCI Hospitality and Dining

  Sept 2014 - Apr 2016

  Student Employee

  My main role at the dining commons was to cook all of the food on the grill and train new employees on how to work and cook on it. I also helped out in the dishroom and with any other cleaning that needed to be done.

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  The City of San Clemente

  Jun 2015 - Oct 2016

  Recreation Leader II

  -Leadership role for recreational programs including summer camps, after-school programs, and preschool -Assisted staff in planning, organizing, and executing recreational activities, including but not limited to summer camps and citywide special events

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  The Child Abuse Services Team

  Jun 2015 - Apr 2016

  Child Advocate

  -Offered companionship to children while they are at CAST -Provided comfort and support to each child and their families -Assisted children during medical examinations -Observed live interviews of the children

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  Sedona Staffing

  Nov 2016 - Feb 2017

  Temporary Clerical Work

  -Conducted administrative and reception duties in various positions -Companies worked for: Trinity Biotech Galuppo & Blake, APLC Allure Total Management

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  The City of Encinitas

  Mar 2017 - Feb 2018

  Recreation Specialist

  -Planned and managed all aspects of day camps which included daily activities, projects, special guests, and field trips -Supervised and trained a team of 11 staff, coordinated schedules, problem-solved, customer service -Successfully executed 11 camps with an average of 60 kids per camp as a supervisor-Ran the Counselors in Training Program, helping coach 13 to 17 year olds on developing professional skills -Responsible for the Senior Center front desk administrative duties

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  Capitol Debate

  Nov 2017 - Nov 2020

  Executive and Operations Assistant

  -Maintain books by categorizing and reconciling all transactions for up to 13 bank accounts/credit cards in QuickBooks -Manage all employee credit cards and budgets through Divvy-Assist with financial transactions, paying bills and invoices-Start-to-finish planning and execution of educational events -Supervise event teams both remote and onsite, supporting multiple programs concurrently -Coach staff on policy, procedure, and personal and professional improvement as needed-Advise present and prospective customers by answering incoming calls and internet inquiries-Make outbound calls to existing clients and new leads-Marketing Assistant-Review financial aid applications, schedule and facilitate interviews for the scholarship program-Update CEO’s calendar and ensure each contract and payment deadline is met-Assist COO in company website updates-Book travel for corporate and summer employees Show less

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  Team N&L Wealth Builders

  Oct 2020 - now

  Client Relations Manager

  • Provide operational and sales support to the Insurance Agent/Financial Advisor• Responsible for transferring 65.5 million dollars in annuity premium in 4 years with 22 million dollars in 2022, 20.5 million dollars in 2023, and 23 million dollars in 2024• Serve as the primary client contact for all annuity and assets under management account services • Process all annuity and assets under management client requests including opening new accounts, account transfers/rollovers/1035 exchanges, account liquidation calls, account reviews, account distributions/contributions, beneficiary designations, and trade instructions• Provide dedicated customer service by continuously following up on all transfers to ensure client requests are fulfilled in a timely manner• Create and track Excel reports detailing business analytics Show less