Catalina S.

Catalina S.

Independent Advisor Services Intern

Followers of Catalina S.445 followers
location of Catalina S.Carlsbad, California, United States

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  • Timeline

  • About me

    Business Intake & Conflicts Operations Specialist

  • Education

    • California State University San Marcos

      2013 - 2018
      Communication and Media Studies Human Resources Management/Personnel Administration, General

      Activities and Societies: Honors Society & Delta Zeta I assisted as a student at large during the University's Financial Board Meetings. I would provide insight into how my colleagues and I felt about the different fees.

    • MiraCosta College

      2021 -
  • Experience

    • LPL Financial

      May 2014 - Aug 2014
      Independent Advisor Services Intern

      I have worked with two different groups in my department; Succession Planning and Advisor Learning & Development, where I:- Managed distribution of an online newsletter designed for financial advisors’ administrative assistants and staff.- Assisted in content publishing and editing in preparation for the launch of a new technology platform for financial advisors.- Modified business analytic spreadsheet for reports presented to upper management.- Support the Succession Planning team by assisting financial service firms with their retirement strategies. Show less

    • California State University San Marcos

      Sept 2014 - May 2015
      Peer-Educator | Student Life and Leadership

      - Informed peers of information regarding organization and workshops.- Assisted in updating databases used to record confidential information.

    • LPL Financial

      May 2015 - Aug 2015
      Platform Programs Intern

      - Assisted in updating the online conference calendar designed for financial advisors. - Supported Platform Programs with multiple excel spreadsheets used to collect Advisor data. - Assisted in informing Advisors of upcoming conferences as well as helping prepare for them.

    • California State University San Marcos

      Sept 2016 - Dec 2018
      Student Assistant | ACE Scholar Services

      - Provided administrative support while keeping former foster youth in the program of upcoming events.- Advocated for former foster youth by providing information and statistics on foster youth pursuing higher education.

    • LPL Financial

      May 2017 - Aug 2017
      Technology Project Coordinator Intern

      - Worked collaboratively with project and development managers concerning projects and maintenance efforts. - Managed the day-to-day activities of projects and staff to ensure project deliverables were on schedule and within scope and budget.

    • Dalimonte Rueb Stoller, LLP

      Mar 2019 - Mar 2022

      - Trained using different techniques and formats, such as role-playing, coaching, and case studies.- Contributed to the development and enhancement of training material by providing feedback to paralegals, attorneys, and management.- Monitored and assessed new employees and provide feedback regarding areas of improvement. - Assisted Paralegals and Attorneys by ordering, reviewing, and analyzing the plaintiff's medical records.- Prioritized a diverse range of tasks and managed large Hernia Mesh/ Zantac mass tort caseloads.- Scheduled and conducted interviews with plaintiffs to discuss details and nature of each case.

      • Senior Case Manager

        Nov 2019 - Mar 2022
      • Case Manager

        Mar 2019 - Nov 2019
    • Self Employed

      Oct 2021 - now
      Signing Agent
    • Cooley LLP

      Mar 2022 - now
      Business Intake & Conflicts Operations Specialist
  • Licenses & Certifications

    • Loan Signing Agent

      MiraCosta College
      Oct 2021
    • Adult and Pediatric First Aid/CPR/AED

      American Red Cross
      Jul 2023
    • Notary Public

      MiraCosta College
      Oct 2021
    • Human Resources Management

      California State University San Marcos
      Oct 2021
  • Volunteer Experience

    • Volunteer

      Issued by Feed America First
      Feed America FirstAssociated with Catalina S.
    • Speaker

      Issued by CSUSM Alumni Association
      CSUSM Alumni AssociationAssociated with Catalina S.
    • Student Advocate

      Issued by California State University San Marcos on May 2017
      California State University San MarcosAssociated with Catalina S.
    • Advocate

      Issued by Promises2Kids on May 2015
      Promises2KidsAssociated with Catalina S.
    • Volunteer

      Issued by Boys & Girls Clubs of America on May 2015
      Boys & Girls Clubs of AmericaAssociated with Catalina S.
    • Volunteer

      Issued by Feeding San Diego on Jul 2023
      Feeding San DiegoAssociated with Catalina S.