Evelyn Fonseca

Seven years of delivering a world-class client experience. An expert familiar with bank regulations and best practices. Constantly seeking innovative ways to help customers best through personalized interactions. I have provided short-term and long-term advise to hundreds of clients that align with their financial priorities. My undergraduate studies on pre-accountancy combined with my experience and knowledge in banking products has allowed me to make a holistic impact on my clients finances.

Bank of America, Los Angeles,California- 2021 to Current

• Fostered a culture of Volunteerism and community awareness through Market(FC)-led volunteer activations by creating a market volunteer engagement strategy
• Completed the BACCV “Event Manager” training to help create events
• Tracked registrations and volunteer hours
• Collaboratively worked with teammates to build partnerships with nonprofits

Treasurer, Candidate for Board of Education LAUSD District 5; Los Angeles, California - 2018-2019

• Established a system of record keeping by ensuring that all expenditures and receipts were recorded promptly and accurately in compliance with FPPC procedures
• Followed all FPPC disclosure requirements on media communications
• Prepared, reviewed campaign statements and filed forms in a timely manner
• Organized fundraisers to raise revenue for campaign committee
• Reviewed all committee documentation to prevent potential inaccuracies and campaign fines