Exploring and creating designer board games
Creative writing
Theology and Liturgy
Joshua Becker
Oakland,CA
Summary
Dynamic professional with diverse experience, excelling in individualized planning and personal finance management. Adept at fostering relationships and implementing effective strategies, I leverage financial acumen, strong ethics, and strong use of technology to enhance operational efficiency and support client well-being. Committed to delivering exceptional service and driving positive outcomes.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Financial Advisor
Equitable Advisors
San Francisco, CA
08.2025 - Current
- Discuss financial goals and concerns with clients.
- Gather necessary information from clients to get a complete financial picture of their life.
- Propose financial strategies that meet their goals and address their concerns.
- Implement and review financial strategies and maintain portfolio efficiency.
Direct Support Professional
A Broader Living Experience
San Rafael, CA
10.2020 - Current
- Work with clients to assist in daily activities like eating, bathing, and laundry
- Assist in organizing personal client files
- Administer medication
- Assist in managing finances for some clients and for the house
- Engage in teamwork to manage constantly changing levels of workflow
- Independently plan and implement strategies to get all work done before set times
Legal Assistant
Kazan McClain Satterly and Greenwood
Oakland, CA
09.2021 - 01.2025
- Assist in office work and active litigation at all stages on the plaintiffs' side
- Assist in file management and case calendaring
- Engage in detail-oriented work such as preparing pleadings, correspondence, TOAs, and other legal documents for review by an attorney
- Serve litigation paperwork
- Assist in precedent and legal research on Westlaw
- Redact and handle private information
- Assist with discovery requests and create and search a discovery chart
- Handle service and filing of legal documents
- Prepare for depositions and create deposition summaries
- Create and manage hearing, deposition, and trial binders
- Periodically assist with cite-checking
Infrastructure Assistant
Opening the World
San Rafael, CA
04.2019 - 06.2023
- Works with volunteers to independently manage a wide array of projects from beginning to end, including website design to financial planning
- Collaborate with the Project Manager to plan and implement grant application schedule
- Coordinate with outside entities such as government agencies, vendors, volunteers, and businesses to gather information and coordinate activities as needed
- Calander meetings with 3-4 high-skill volunteers at a time while ensuring regular check-ins with the Project Manager
- Organized two major fundraising events
Personal Estate Assistant
Westlake Village
Westlake Village, CA
04.2020 - 07.2020
- Assist in the management of a late father's estate
- Entry of data into spreadsheets and new Gmail contact lists
- Emailing to inform friends and family of his passing
- Handle additional work as needed to reduce the workload of the descendants
Student Director of Tutoring
Jasper's Corner
Redlands, CA
09.2016 - 04.2019
- Tutor students from K-12 in a variety of subjects
- Organize incoming information from parents and tutors, schedule tutor and parent meetings, and enact other administrative responsibilities.
- Create a database on my own initiative, significantly reducing administrative work time for directors.
- Communicate with clients and tutors to ensure tutees saw minimal gaps in coverage
Office Intern
Office of Senator Connie Leyva
San Bernardino, CA
05.2018 - 08.2018
- Organized several major events, including taking the lead on the Young Men's Leadership Conference
- Drafted two speeches for major events
- Balanced time between administrative tasks, doing constituency work, and assigned projects
Education
Post-Baccalaureate Certificate - Paralegal Studies
California State University-Los Angeles
Los Angeles, CA06-2021
Bachelor's - California Politics
Johnston College of Integrative Studies at the University of Redlands
Redlands, CA04-2019
Skills
- Financial analysis
- Google Suite
- Communication skills
- Sales
- Filing
- Paralegal
- Time management
- Outlook
- Microsoft Office
- Financial services
- Computer skills
- Calendar management
- Financial analysis
- Education
- Microsoft Word
- Financial planning
- Contracts
- Medical records analysis
- Microsoft Powerpoint
- Excel
- Microsoft Office Suite
- Relationship building and management
- Investment advice
Certification
Paralegal Certificate
Interests
Timeline
Financial Advisor
Equitable Advisors
08.2025 - Current
Legal Assistant
Kazan McClain Satterly and Greenwood
09.2021 - 01.2025
Direct Support Professional
A Broader Living Experience
10.2020 - Current
Personal Estate Assistant
Westlake Village
04.2020 - 07.2020
Infrastructure Assistant
Opening the World
04.2019 - 06.2023
Office Intern
Office of Senator Connie Leyva
05.2018 - 08.2018
Student Director of Tutoring
Jasper's Corner
09.2016 - 04.2019
Bachelor's - California Politics
Johnston College of Integrative Studies at the University of Redlands
Post-Baccalaureate Certificate - Paralegal Studies
California State University-Los Angeles