Erin Da Cruz
Entrepreneur And Finance Professional
Phoenix,AZ
Summary
Authorized to work in the US for any employer
Versatile owner/operator skillful in prioritizing projects and employee management. Wide array of knowledge and technical expertise ranging from contract acquisition to payroll and company tax preparation. Accustomed to reviewing highly technical documentation to assess scope of work, prepare bids, and develop a game plan with crews completing the work. Focused, reliable and results-driven with impeccable safety records and invoices totaling $975K last year.
Overview
20
20
years of professional experience
Work History
Commercial Building Maintenance Contractor
Pure Performance LLC
Vancouver, WA
06.2011 - Current
- Own and operate companies in Oregon, Washington, and now Arizona, for the last 10 years
- Hailing from “The Valley of the Sun", Erin is excited to have now established Pristine Environments LLC servicing the Phoenix metro
- After acquisition of contracts through her own networking and marketing, her crew members work diligently to ensure that the locations we all visit when dining out, getting groceries, seeking healthcare and the like; are clean, but more importantly safe
- Piece of mind for the clients as well as their own customers who frequent these establishments is priority by way of specialized deep cleaning and best-in-class disinfecting services.
Financial Advisor
United Services Automobile Association (USAA) Financial Services Center
Phoenix, AZ
12.2002 - 02.2011
- Years
- Affectionately known as the “Money Management Maven”, Erin built and maintained a portfolio of clientele with a focus on small business owners and executive level business managers
- After building rapport with client's ranging from those just starting out, to the Ultra High Net Worth, she first uncovered needs and then ensured they were secure in their risk and existing wealth management
- From there, she worked with clients to map out the strategies that would bring their goals, both short and long-term, to fruition
- P&C Claims Adjustor-4 years
- Bank Servicing Specialist-2 years
Education
Series 7 And 66 -
FINRA
Washington D.C.Accredited Asset Management Specialist -
AAMS
Associate's degree - Finance
ASU West And GCC
Glendale, AZSkills
Wills, trusts, & estate lawMicrosoft ExcelMicrosoft PowerpointAdministrative experienceSalesCustomer service
Multilingual
Investment bankingInvestment managementFinancial ServicesFinancial PlanningRisk ManagementFinancial AnalysisBudgetingCommunication skillsLead generationMicrosoft Office
Quickbooks and Payroll
Affiliations
- Series 7 March 2008 to March 2015
- Series 66 March 2008 to March 2015
- AAMS Accredited Asset Management Specialist
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
You are never too old to be what you might have been.
George Eliot
Timeline
Commercial Building Maintenance Contractor
Pure Performance LLC
06.2011 - Current
Financial Advisor
United Services Automobile Association (USAA) Financial Services Center
12.2002 - 02.2011
Series 7 And 66 -
FINRA
Accredited Asset Management Specialist -
AAMS
Associate's degree - Finance
ASU West And GCC