Adam Lara
Whittier,CA
Summary
Dynamic and results-oriented professional with a proven track record at Castillo Wealth Management and Vincor Construction. Excelled in client relationship management and data organization, contributing to innovative solutions and enhancing client portfolios. Skilled in presentation development, showcasing a unique blend of analytical and interpersonal abilities.
Overview
1
1
year of professional experience
Work History
Intern
Castillo Wealth Management
City Of Industry, CA
06.2023 - 08.2023
- Coordinated and participated in group presentations on financial services to attract new clients.
- Participated in team training sessions focusing on best practices in wealth management.
- Researched market and investment options to assist professionals.
- Maintained databases of customer information including account balances, transactions history.
Project Intern
Vincor Construction
Brea, CA
06.2024 - 08.2024
- Participated in brainstorming sessions to develop innovative solutions to challenges faced by the team.
- Provided support and guidance to colleagues to maintain a collaborative work environment.
- Prepared reports, presentations, spreadsheets and correspondence.
- Organized office space, including ordering supplies, setting up equipment, and ensuring cleanliness of work area.
Education
BBA - Finance
California State University, Fullerton
Fullerton, CA06-2028
High School Diploma -
California Highschool
Whittier, CA06-2024
Skills
- Client relationship management
- Proficient in 10 key skills
- Data organization
- Recordkeeping requirements
- Presentation development
Timeline
Project Intern
Vincor Construction
06.2024 - 08.2024
Intern
Castillo Wealth Management
06.2023 - 08.2023
BBA - Finance
California State University, Fullerton
High School Diploma -
California Highschool