Dedicated individual skilled in facilitating client account management and enhancing customer service. Demonstrated success in organizing client meetings and collaborating with teams to uphold compliance standards, increasing operational efficiency and client satisfaction.
Overview
6
6
years of professional experience
Work History
Intern
Affirm Wealth Advisors - Ameriprise
Peoria, Arizona
05.2026 - Current
Scheduled and prepared essential materials for client meetings to enhance communication and engagement.
Managed client account documentation for financial advisors, ensuring accurate and timely records.
Managed data entry of client information into financial planning software systems.
Worked with team members to maintain compliance with industry regulations, supporting risk management efforts.
Participated in team meetings to discuss project updates and client feedback initiatives.
Clerical
Patrice Hoffman, Realtor
06.2020 - Current
Completed day-to-day duties accurately and efficiently.
Designed and produced real estate materials, including flyers and postcards, to enhance marketing efforts. Organized and digitized data for streamlined access and improved information management.
Contributed innovative ideas and solutions to enhance team performance and outcomes.
Work Study
Veteran Success Center
08.2023 - 05.2024
Facilitated access to benefits for veterans and their dependents to enhance academic and financial success in college.
Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
Completed day-to-day duties accurately and efficiently.
Finance Intern (Shadowing)
Raymond James
06.2022 - 08.2022
Shadowed Vice President to learn client interaction techniques and financial strategy development. Gained exposure to client meetings and financial advising strategies, enhancing understanding of fixed income operations.
Education
Finance
Grand Canyon University
Phoenix, AZ
12-2026
High School -
Ripon Christian Schools
Ripon
01-2023
Skills
Data management
Financial documentation
Compliance awareness
Project management
Customer service
Client communication
Verbal and written communication
Team collaboration
Team Player
Problem-solving
Fast learner
Extracurriculars
Co-founder of the multicultural club
GCU SEBC
Awards
Academic excellence, Athletic Scholar, Sacramento State Dean’s List