JOSELYNE OCHOA
Santa Fe
Summary
Committed to driving project success and achieving organizational objectives through meticulous planning, efficient coordination, and clear communication. Skilled in resolving issues, managing multiple priorities, and adapting to changing requirements. Recognized for cross-functional collaboration, team support, and consistently delivering high-impact outcomes. Reliable and detail-oriented, with a strong ability to align with business objectives and contribute to operational excellence.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Client Service Specialist
Thornburg Investment Management
06.2024 - Current
- High-level collaboration with Senior Investment Consultants and Investment Consultants to deliver client satisfaction and meet goals.
- Trained new team members on client service protocols, fostering a collaborative and knowledgeable work environment.
- Cross trained in marketing, with exposure and experience in all groups ranging from creative services to operations.
- Collaborated to create a internship program with the objective of maximizing intern skills as resources and expanding their knowledge and experience in the financial industry.
Research Marketing Intern
Twin Oak Advisors- North Star Resource Group
01.2024 - 05.2024
- Conducted thorough research on medical programs to identify high-potential clients and evaluate business opportunities.
- Updated and maintained client databases with meticulous attention to detail, ensuring data accuracy and integrity.
- Communicated findings effectively through reports and presentations, contributing to informed decision-making.
Marketing Intern
Thornburg Investment Management
06.2023 - 08.2023
- Conducted comprehensive competitor analysis in the social media sector, diving into the current strategies to improve user interaction and emphasizing innovation.
- Managed diverse projects in internal communication, including a diverse perspective piece involving interviews, editing, and supported the development of a design campaign.
- Supported event development and ensured smooth collaboration across many sectors assuming additional responsibilities as needed.
Sales Associate
Target
05.2022 - 05.2023
- Built relationships with customers and community to promote long term business growth and worked closely with leaders to ensure a professional image consistent with company's brand values on the salesfloor and as a cashier.
Tutor Mentor
Breakthrough Santa Fe
01.2018 - 08.2022
- Collaborated with 2-4 students 1-2 times a week to identify skills and support weaknesses in several subjects: Algebra, Spanish, Biology, English Language Arts, etc.
- Planned lessons for allotted time to strengthen weak subjects and build skills.
- Special Skills/ Interests: Bilingual, Nail Art Enthusiast
Education
Bachelor Of Business Administration -
St. Edward's University
Austin, TX05.2024
Skills
- Detail-oriented
- Analytical
- Time management
- Proficient in MS Office; Excel and PowerPoint
- Strong organizational and time management skills
- Strong verbal and written communication skills
- Collaborative problem solving
- Adaptable
Certification
Securities Industry Essentials (SIE) Exam
Languages
Spanish
Native or Bilingual
Timeline
Client Service Specialist
Thornburg Investment Management
06.2024 - Current
Research Marketing Intern
Twin Oak Advisors- North Star Resource Group
01.2024 - 05.2024
Marketing Intern
Thornburg Investment Management
06.2023 - 08.2023
Sales Associate
Target
05.2022 - 05.2023
Tutor Mentor
Breakthrough Santa Fe
01.2018 - 08.2022
Bachelor Of Business Administration -
St. Edward's University
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