Cristina Barker
Van Nuys,California
Summary
Dedicated financial services professional skilled in client education, relationship building, and compliance review. Proven ability to assist clients with financial inquiries and investment strategies to enhance their financial well-being.
Overview
1
1
year of professional experience
1
1
Certification
Work History
Financial Services Professional
New York Life Insurance Co
Glendale, California
08.2025 - Current
- Assisted clients with financial product inquiries and account management.
- Educated clients about investment options and financial planning strategies.
- Participated in training sessions to enhance financial knowledge and skills.
- Built strong relationships with clients through effective communication and support.
- Reviewed contracts related to investments for compliance with applicable laws.
Host
Yume Sushi Bar
Calabasas, California
11.2024 - 02.2025
- Handled customer inquiries and resolved minor complaints effectively.
- Provided excellent customer service by anticipating customer needs.
- Assisted other departments when needed such as bussing tables or delivering food orders.
Crew Member
Go Greek
Studio City, California
08.2024 - 01.2025
- Prepared and served food items according to customer orders.
- Maintained cleanliness and organization of workstations and dining areas.
Education
High School Diploma -
Bishop Alemany High School
Mission Hills, CA06-2025
Skills
- Financial analysis
- Client education
- Relationship building
- Investment strategies
- Customer service
- Communication skills
- Problem resolution
- Life insurance
- Strategic planning
Affiliations
Love volunteering my time as part of the Newport Beach coastal community. I also enjoy meeting new people and being as helpful as I can.
Certification
- Life and Health Insurance license
Languages
Spanish
Professional
French
Limited
Availability
- Available Saturdays or Sundays Mornings or Evenings.
- Monday Available after 6pm
- Tuesdays Available after 10am
- Wednesdays Available After 3pm
- Thursdays Available After 2pm
- Fridays Available After 11am
References
References available upon request.
Timeline
Financial Services Professional
New York Life Insurance Co
08.2025 - Current
Host
Yume Sushi Bar
11.2024 - 02.2025
Crew Member
Go Greek
08.2024 - 01.2025
High School Diploma -
Bishop Alemany High School