Summary
Overview
Work History
Education
Skills
Academic And Athletic Excellence
Current Education
Timeline
Generic

Ava Hoehner

San Diego,CA

Summary

Dynamic professional with hands-on experience at Independent Financial Group, LLC, excelling in compliance initiatives and regulatory matters. A detail-oriented problem solver, I effectively contributed to compliance projects and enhanced firm-wide standards. Recognized for exceptional communication skills and a goal-oriented mindset, I thrive in collaborative environments while delivering impactful results.

Overview

5
5
years of professional experience

Work History

Summer Intern

Independent Financial Group, LLC
06.2025 - 08.2025
  • Collaborated directly with the Chief Compliance Officer (CCO) on sensitive regulatory matters and department-wide initiatives
  • Supported the firm’s annual national conference by developing compliance-focused slideshow presentations and coordinating content for internal and advisor sessions
  • Conducted in-depth reviews of representative accounts for potential excessive trading activity; documented findings and escalated for supervisory review
  • Assisted in updating and revising firm-wide compliance forms, ensuring accuracy and alignment with evolving regulatory standards (FINRA/SEC)
  • Contributed to various compliance projects, including branch audits, marketing material review, and trade surveillance analysis
  • Gained hands-on experience with broker-dealer supervision systems and regulatory reporting tools

Babysitter

Independent
03.2020 - 04.2025
  • Built strong relationships with families through communication and trustworthiness.
  • Organized educational games to promote learning and development.
  • Assisted with homework and provided tutoring in various subjects.
  • Maintained a safe and clean environment for children's activities.

Hostess

Island’s Fine Burgers and Drinks
03.2024 - 08.2024
  • Provided exceptional customer service by addressing guest inquiries, accommodating special requests, and resolving any issues promptly.
  • Warmly welcomed guests upon arrival and efficiently managed seating arrangements to ensure a smooth dining experience.
  • Maintained an organized booking system to optimize table turnover and guest satisfaction while collaborating with waitstaff

Wait Staff Member

Chicken Charlie's
05.2022 - 07.2022
  • Efficiently handled multiple tasks simultaneously in a fast-paced environment.
  • Provided a positive customer experience with friendly, and courteous service.
  • Demonstrated excellent customer service skills by anticipating guest needs and responding quickly to requests.
  • Managed cash register operations accurately and efficiently for all transactions.

Education

Bachelor of Science - Finance

San Diego State University Fowler College of Business
San Diego, CA
08-2028

High School -

Rancho Bernardo High School
San Diego, CA
06-2024

Skills

  • Excellent Communicator
  • Coachable team player
  • Problem Solver
  • Attention to detail
  • Detail orientation
  • Computer skills
  • Goal-oriented mindset

Academic And Athletic Excellence

Rancho Bernardo High School, 4.02, Captain, Water Polo Team, 10/01/23, Present, Member, Varsity Volleyball Team, 08/01/22, Present, Founder, Rise and Thrive Business Club, Rancho Bernardo High

Current Education

San Diego State University Fowler College of Business, Finance

Timeline

Summer Intern

Independent Financial Group, LLC
06.2025 - 08.2025

Hostess

Island’s Fine Burgers and Drinks
03.2024 - 08.2024

Wait Staff Member

Chicken Charlie's
05.2022 - 07.2022

Babysitter

Independent
03.2020 - 04.2025

Bachelor of Science - Finance

San Diego State University Fowler College of Business

High School -

Rancho Bernardo High School

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