Experience

• 

  Oppenheimer & co. inc.

  Aug 2005 - Jan 2007

  Registered sales associate

  Began career on operations side of the personal financial services industry after initial Financial Advisor training program at another company. Oppenheimer exposed me to trade support, administrative support, sales campaigns, client communications and office maintenance functions for the teams I worked with. Also became important contact for several remote-working advisors and coordinated all efforts related to hiring and assigning work for an on-site intern.

• 

  Morgan stanley

  Jun 2007 - Nov 2014

  Registered client service associate

  Worked with top-performing financial advisory teams and individual advisors to assist with all servicing matters, trade and office support duties to support their books of business. Responsibilities included portfolio operations, obtaining documentation needs and cashiering-related requests. Also covered phone lines for multiple advisors and groups and prepared client communications.

• 

  Jpmorgan chase & co.

  May 2015 - Mar 2022

  Financial services professional

  Relationship Banker with Small Business Specialist designation at various branches in area branch locations. Primary representative for customer care, blending brand ambassadorship with service and referral needs. Facilitated communications with assigned book of personal and business clients on topics ranging from cashiering and technical support to compliance-related matters.

• 

  Heluna health

  Mar 2022 - Dec 2022

  Financial services specialist ii / budget liason

  Worked for Heluna Health on remote assignment at the Public Health Department of Alameda County, in conjunction with their COVID-19 Pandemic response unit and associated programs. Duties included fiscal analysis, quarterly and annual reporting, budget operations and facilitating communication with the Board of Supervisors on budget-related matters.

• 

  Alameda county

  Jan 2024 - Aug 2024

  Relationship manager who administered CalFresh Employment & Training program within ACSSA. Completed their annual plan, hosted state-level auditors for a bi-annual program management evaluation, and prepared assorted client-facing materials such as blog blurbs, training newsletters and pamphlets. Coordinated other services related to program management. I was recruited for the temporary employees division of Alameda County during the holidays, and took my first position as a Child Support Specialist from late January to when I was hired for a permanent position in March.

  • Associate Program Specialist

    Mar 2024 - Aug 2024

  • Temporary Employee

    Jan 2024 - Mar 2024