Ben Walden
Tustin,CA
Summary
Aspiring finance professional with hands-on experience supporting high-net-worth clients at Wells Fargo Advisors. Strengthened client-service, problem-solving, and communication skills through previous roles in luxury hospitality. Demonstrated leadership as Vice President of TAMID Consulting and gained global business exposure through a leadership and cultural immersion program in China.
Overview
4
4
years of professional experience
Work History
Assistant Coach
Foothill Basketball
08.2025 - Current
- Help manage and coach a high school sophomore basketball team
Bellman
Hilton La Jolla Torrey Pines
01.2025 - 08.2025
- Multitasked in a fast-paced, client-facing environment to ensure seamless guest service
- Delivered luxury arrival and departure experiences for guests
R&B Services
Self-Employed
01.2022 - 12.2024
- Generated new business through door-to-door outreach, promoting power-washing, mulch installation, and other home maintenance services.
- Closed sales and coordinated service scheduling by quickly building rapport and addressing homeowner needs.
OnPointe Wealth Management – Intern
Wells Fargo Advisors
06.2024 - 08.2024
- Supported onboarding, scheduling, and documentation for wealth advisors
- Helped the firm reach and manage one-billion in AUM
- Observed the development and delivery of customized investment strategies
Pool Server & Event Staff
VEA Newport Beach, A Marriott Hotel
05.2023 - 08.2023
- Provided poolside service and supported large-scale hotel events with a focus on guest experience
- Worked with banquet teams to coordinate and manage guest events.
Pool Attendant
Lido House, A Marriott Hotel
05.2022 - 08.2022
- Maintained pool area and assisted food/beverage service with a focus on exceeding guest expectations
Education
B.S. - Business Administration, Finance
San Diego State University
San Diego, CA05-2025
High School Diploma -
Servite High School
Anaheim, CA06.2021
Skills
- Financial Analysis
- Investment Strategy
- Portfolio Management
- Microsoft Platforms
- Bloomberg Certified
- Client Service
- Sales
- Communication
Insurance License
#4494661
Timeline
Assistant Coach
Foothill Basketball
08.2025 - Current
Bellman
Hilton La Jolla Torrey Pines
01.2025 - 08.2025
OnPointe Wealth Management – Intern
Wells Fargo Advisors
06.2024 - 08.2024
Pool Server & Event Staff
VEA Newport Beach, A Marriott Hotel
05.2023 - 08.2023
Pool Attendant
Lido House, A Marriott Hotel
05.2022 - 08.2022
R&B Services
Self-Employed
01.2022 - 12.2024
B.S. - Business Administration, Finance
San Diego State University
High School Diploma -
Servite High School