Elli Conway
Sun Valley,CA
Summary
Accomplished Personal Assistant and Financial Advisor with a proven track record at 1099 (Private Party) and Industrial Machine, enhancing client relations and profit margins through exceptional organization and strategic financial planning.
Expert in calendar management and client education, successfully executing wealth management strategies to exceed client expectations. Driven leader with high attention to client demands. Possessing proficient home and business organization skills.
Overview
11
11
years of professional experience
Work History
Personal Assistant
1099 Private Party
12.2021 - Current
- Displayed absolute discretion at handling confidential information.
- Kept detailed track of household and maintenance inventory and schedules.
- Responded to emails and other correspondence to facilitate communication and enhance business processes.
- Oversaw personal and professional calendars and coordinated appointments for future events.
Financial Advisor
Industrial Machine
01.2014 - 02.2020
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Worked with clients to support understanding of rationale and details of financial strategies.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
Education
BBA - Sociology
SDSU
San Diego, CA06.2012
Skills
- Chauffeuring
- Client Relations
- Project Coordination
- Business Writing
- Calendar Management
- Event Planning
- Expense Management
- Travel Coordination
- Exceptional organization
- Profit enhancement
- Scheduling
Timeline
Personal Assistant
1099 Private Party
12.2021 - Current
Financial Advisor
Industrial Machine
01.2014 - 02.2020
BBA - Sociology
SDSU
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