Josh Castaneda
Riverside,CA
Summary
Demonstrates strong analytical, communication, and teamwork skills, with proven ability to quickly adapt to new environments. Eager to contribute to team success and further develop professional skills. Brings positive attitude and commitment to continuous learning and growth.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Accounts Receivable Specialist
Progressive Health Care
06.2010 - Current
- Submitted cash and check deposits and generated cash receipts to record money received.
- Tracked financial progress by creating monthly, quarterly, and yearly balance sheets.
- Managed complex problem-solving for upper management in order to complete projects on-time and within budget.
- Reconciled accounts, managed audits and updated financial records with remarkable accuracy.
Financial Consultant
Transamerica Financial Services
02.2020 - 07.2024
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Analyzed financial needs of clients and developed tailored strategies to meet goals.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Researched current economic trends and investment opportunities to stay informed of financial markets.
Personal Trainer
Self Employed
01.2016 - 03.2020
- Designed specific workout systems for individual clients based on performance ability.
- Utilized effective record-keeping system for tracking customer information.
- Implemented new and creative exercise routines to keep participants motivated.
- Educated participants on proper nutrition and healthy lifestyle habits.
Remodeling Associate
Heritage Gardens Healthcare Center
11.2011 - 05.2014
- Managed safe and efficient use of tools and equipment on construction sites.
- Assisted in organizing and overseeing assignments to drive operational excellence.
- Inspected job site throughout renovation process to verify quality standards.
- Worked with more knowledgeable professionals to grow understanding of principles and construction standards.
Education
Associate of Science - Automotive Engineering
Mt. San Jacinto College
San Jacinto, CA06-2015
Skills
- Complex Problem-solving
- Precision and accuracy
- Team collaboration and motivation
- Adaptability
Certification
- Certified Personal Trainer (CPT) - American Council on Exercise (ACE).
- First Aid, CPR, AED Instructor's Certificate – American Red Cross.
- Life and Health Insurance License - California Department of Insurance.
- Annuities Training Certificate- Various Providers.
Timeline
Financial Consultant
Transamerica Financial Services
02.2020 - 07.2024
Personal Trainer
Self Employed
01.2016 - 03.2020
Remodeling Associate
Heritage Gardens Healthcare Center
11.2011 - 05.2014
Accounts Receivable Specialist
Progressive Health Care
06.2010 - Current
- Certified Personal Trainer (CPT) - American Council on Exercise (ACE).
- First Aid, CPR, AED Instructor's Certificate – American Red Cross.
- Life and Health Insurance License - California Department of Insurance.
- Annuities Training Certificate- Various Providers.
Associate of Science - Automotive Engineering
Mt. San Jacinto College
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