Microsoft Office Suite
Results-driven management operations professional recognized for maximizing productivity and delivering high-quality outcomes. Expertise in strategic planning, team leadership, and operational improvement supports seamless execution of business strategies. Strong communication and problem-solving skills enhance team performance in dynamic environments. Proven ability to thrive under pressure while adapting to changing circumstances.
2/14/2014
Life license – License #: 0I76467
4/22/2016
Variable Life and Variable Annuity License – License #: 0I76467
5/2/2015
Investment Company and Variable Contracts Products Representative Qualification license (Series 6)
5/9/2015
Uniform Securities State Law license (Series 63)
10/1/2018
Securities Industry Essentials Examination (SIE) passed
10/18/2015
Investment Company Products/Variable Contracts Limited Principal license (Series 26)
Financial Industry Regulatory Authority Central Registration Depository (FINRA CRD) #: 6460303
2004 - present
Math tutor, all levels, through calculus. Done both in and outside of the classrooms at Language Academy of Sacramento, Martin Luther King, Jr. Elementary School, and Hiram Johnson High School.
2012 – 2014
Parent member of the Governing Board of the Language Academy of Sacramento
May 2016
Pre-screener for Que Llueva Café by CORE scholarship
80-hour supervisory training (In Progress)
CIU Module 1 05/23/2024
CIU Module 2 02/10/2025
CIU Module 3 01/13/2025
DGS Continuing Leadership Education Program 2025 (In Progress)
Ally Up: How to Build and Activate Ally Partnerships 12/27/2024
Diversity & Inclusion: Why It Matters for Leaders 12/09/2024
Diversity, Equity, and Inclusion: A Beginner’s Guide 12/23/2024
How to Create Sustainable Change 12/09/2024
Information Security and Privacy Awareness (Annual) 10/18/2024
Root Cause Analysis 12/14/2024
Root Cause Analysis: A Leader’s Guide to Problem Solving 12/19/2024
Write Like a Boss: Master Your Business Writing Skills 10/02/2024
Excel in Microsoft Excel 1: Beginner to Excel Intermediate 12/14/2024
Conscious Business: Building Positive Relationships 09/14/2024
Teamwork 12/21/2024
Mastering Collaboration: Work Together for the Best Results 09/05/2024
Team Building – From Forming to High Performing Teams 09/12/2024
Sexual Harassment Prevention Training: Supervisory (Annual) 04/23/2024
Microsoft Excel – Excel from Beginner to Advanced (In Progress)
Life of a Workers’ Compensation Claim 08/12/2023
Individual Development Plan (IDP) E-Learning Course 08/06/2023
Developing a High-Functioning Workforce 08/30/2023
Organizing and Prioritizing for Success 09/27/2023
Becoming a Resilient, Innovative Leader 09/20/2023
Extraordinary Leader 09/12/2023
Leading Effectively 09/06/2023
FMEA Training | FMEA Specialist Certification (Accredited) 01/06/2025
Certification Course in Financial Management 01/07/2025
Public Speaking Training & Facilitator Certification 01/17/2025
Change Management Leadership Certification In Progress
Problem-solving and Decision-making for Supervisors 12/27/2024
Goal Setting to Ignite Workplace Success 08/03/2023
Communicating Effectively in the Workplace (Part 2) 07/12/2023
Communicating Effectively in the Workplace (Part 1) 06/22/2023
State Officials – Ethics Training 07/08/2023
COVID-19 Prevention Plan (CPP) 09/06/2022
Disaster Service Worker Awareness Training 11/30/2021
5 Choices 01/31/2019
Leading at the Speed of Trust 12/05/2018
Defensive Driving 06/15/2017
So, You Want to be a Supervisor 08/31/2015
Forklift Certification 07/25/2014
Through Alison
Supervision Skills – Managing Groups and Employee Interaction 8/10/2023
Microsoft Office Suite