Jennifer Reed
Mission Viejo,CA
Summary
Dedicated Assistant with established interpersonal skills and eagerness to support team members. Intricate understanding of productivity software and physical office assets. Resourceful interpersonal communications skills lends well to streamlining behind-the-scenes operations.
Overview
27
27
years of professional experience
Work History
Non-Licensed Assistant
Crown Capital Securites
Laguna Niguel, California
10.2023 - 05.2024
- Organized and maintained filing systems for documents and records.
- Answered incoming calls, responded to emails, faxes and other inquiries from customers and vendors.
- Assisted in maintaining and updating client files.
- called various venders to get updated information on current clients.
Senior Financial Consultant
Crown Capital Services
Laguna Niguel, California
06.2003 - 10.2021
- Formulated and actualized strategic financial plans across client investment portfolios.
- Stayed abreast of financial market trends, regulatory changes, and new investment products and strategies.
- Ensured compliance with regulatory requirements and adherence to industry best practices.
- Conducted comprehensive portfolio reviews to ensure optimal asset allocation and performance against market benchmarks.
- Consulted with clients to assess and meet short- and long-term financial goal.
Senior Financial Consultant
WM Financial Services
Lake Forest, California
10.1997 - 06.2003
- Formulated and actualized strategic financial plans across client investment portfolios.
- Conducted comprehensive portfolio reviews to ensure optimal asset allocation and performance against market benchmarks.
- Consulted with clients to assess and meet short- and long-term financial goal.
Education
Bachelor of Science - Finance
Loyola Marymount University
Los Angeles, CA05-1991
Timeline
Non-Licensed Assistant
Crown Capital Securites
10.2023 - 05.2024
Senior Financial Consultant
Crown Capital Services
06.2003 - 10.2021
Senior Financial Consultant
WM Financial Services
10.1997 - 06.2003
Bachelor of Science - Finance
Loyola Marymount University
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