Kevin Pena Perez

Experience

• 

  Scheinberg Orthodopedic Group

  Jun 2017 - Aug 2017

  Office Assistant

  Created PDF documents of files for patients, sorted through mail for urgent messages, organized documents Dr. Scheinberg needed for the day, cleaned work spaces, and input information into computer systems regarding patients

• 

  Glad 2 Clean

  Sept 2017 - Sept 2020

  Team Member

  Responsibilities included maintaining adequate inventory, purchasing and refilling containers as needed for daily operations, and laundry (washing and sanitizing cleaning towels).

• 

  Rincon Brewery

  May 2019 - Aug 2019

  Busser

  Was a busser for most shifts, filling in at host and food runner when needed. Tasks included maintaining cleanliness inside and outside of the restaurant, restocking inventory as needed, cleaning the bathrooms and bar area, seating guests, and delivering food, refreshments, and condiments to guests.

• 

  BJ's Restaurants, Inc.

  Oct 2019 - Nov 2019

  Busser

  Cleaned tables, bathrooms, and the bar area during and after a guests time at the restaurant Ensured all trash was disposed of and bags were replaced, in addition to rolling all silverware into cloth for guests to use.

• 

  Chapman University

  Feb 2020 - Jun 2020

  Office Assistant

  Office Assistant for the Property Management Office. Created spreadsheet to track bills, posted paid bills to the TMA system, managed work orders from tenants, and maintained the cleanliness / presentability of the properties.

• 

  Rosewood Miramar Beach

  Jun 2020 - Aug 2020

  Server

  Ensured all food and drink orders were delivered and presentable.Kept stations clean and organized for optimal overall appearance.Tended to guests to ensure their needs are met, and sought out signatures from guests for their bill prior to departing the area.Learned and adhered to Forbes’ 5 Star Service standards.

• 

  Johnny Rockets

  Oct 2020 - Dec 2020

  Server
• 

  Chapman University

  Feb 2021 - Nov 2021

  Office Assistant

  Office Assistant for the Attallah College of Educational Studies

• 

  FactSet

  Jun 2021 - Aug 2021

  Client Solutions Intern

  Participated in an extensive three-week training program covering FactSet products, user types, competitors, and basic financial and coding information needed for the duties of the internship with daily quizzes and practice assignmentsConducted mock demos and support calls on FactSet products to simulate real client requests and interactionsDelivered presentations on an array of topics including buy side and sell side workflows, stock pitches, emerging markets, pitching an M&A deal, and conducting a summer long portfolio simulationProvided assistance and shadowed three different account teams assisting many different types of firms (investment management, investment banking, Latin American accounts)Improved knowledge of the product by taking on real projects from consultants Show less

• 

  FactSet

  Feb 2022 - now

  Responsible for the training and management of over 150 individual users at 12 diverse Investment Management firmsSupported FactSet applications and created custom FactSet models, screens, and automation routesWorked with industry leaders to develop innovative ways to streamline research and analysis Learned FactSet’s software and client types via classes, mock trainings, Support Desk shifts, and shadowing client accounts

  • Implementation Specialist

    Mar 2024 - now

  • Senior Consultant

    Sept 2023 - Mar 2024

  • Consultant

    Aug 2022 - Sept 2023

  • Client Solutions Associate

    Feb 2022 - Aug 2022