Joshua Irby
Huntington Beach,CA
Summary
Highly analytical professional with a Bachelor’s in Mathematics and experience across finance, technology, and client service. Skilled in data analysis, workflow optimization, and project coordination to improve operational and financial outcomes. Proven ability to solve complex problems, streamline processes, and deliver results in fast-paced, dynamic environments.
Overview
4
4
years of professional experience
Work History
Associate Client Service Manager
Halbert Hargrove
11.2024 - 10.2025
- Managed client accounts and oversaw administrative processes, ensuring compliance with fiduciary best practices.
- Maintained client documentation systems and ensured regulatory paperwork was completed accurately and on time.
- Provided consistent communication with clients and internal teams, scheduling appointments and addressing inquiries promptly.
- Collaborated with Regional Director, Wealth Advisor, and Client Service Manager to deliver personalized, client-focused service.
- Supported relationship-building by understanding client needs and maintaining trusted, long-term connections.
Analyst: Tech-Staging and Compute Facility Level 1
ADIM Corp.
08.2024 - 11.2024
- Configured and staged new and RMA server, security, and compute components to ensure readiness and availability for engineering teams.
- Managed secure data deletion and e-disposal processes for decommissioned and nonoperational equipment, maintaining compliance with company standards.
- Supported hardware and software inventory management for the company and its clients, ensuring accurate asset tracking and reporting.
- Provided onsite SLA support to engineering teams, meeting service expectations and resolving issues .promptly.
- Reported directly to the Technology and Facility Director, assisting in maintaining operational continuity and infrastructure readiness.
Head Bartender
Misty's Steakhouse And Brewery - Downtown
09.2022 - 05.2024
- Performed opening and closing duties, printing sales reports, setting up for incoming shift, preparing cash drawers, and taking inventory.
- Developed a strong rapport with patrons, resulting in repeat business and increased loyalty.
- Monitored cash handling procedures to ensure accuracy in transactions while minimizing instances of theft or loss.
- Managed inventory efficiently, reducing waste and maintaining optimal stock levels for peak periods.
Supervisor - Volunteer
The Boys and Girls Club of America
11.2021 - 12.2021
- Led and supervised groups of 60 to 100 middle school students daily, amassing 20 hours of volunteer service.
- Directed students through structured STEM exercises, promoting active learning and engagement.
- Coordinated and collaborated with fellow supervisors to plan and execute joint projects, demonstrating strong leadership and teamwork skills.
Education
Bachelor of Science - Mathematics
University of Nebraska - Lincoln
Lincoln05-2024
Edison High School
Huntington Beach, CA06-2020
Skills
- Analytical Thinking & Quantitative Analysis
- Financial Modeling & Investment Analysis
- Process Optimization & Workflow Improvement
- Project Coordination & Management
- Client Relationship Management
- Problem Solving & Critical Thinking
- Data-Driven Decision Making
- Team Collaboration & Leadership
- Regulatory Compliance & Documentation
- Communication & Presentation Skills
Timeline
Associate Client Service Manager
Halbert Hargrove
11.2024 - 10.2025
Analyst: Tech-Staging and Compute Facility Level 1
ADIM Corp.
08.2024 - 11.2024
Head Bartender
Misty's Steakhouse And Brewery - Downtown
09.2022 - 05.2024
Supervisor - Volunteer
The Boys and Girls Club of America
11.2021 - 12.2021
Bachelor of Science - Mathematics
University of Nebraska - Lincoln
Edison High School