Catalina S.

Experience

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  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

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  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.

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  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.

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  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.

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  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.

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  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
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  Self Employed

  Oct 2021 - now

  Signing Agent
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  Cooley LLP

  Mar 2022 - now

  Business Intake & Conflicts Operations Specialist