Julianna Duckett
Rancho Cucamonga,CA
Summary
To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
6
6
years of professional experience
Work History
Client Associate
Duckett Wealth Management
Ontario, CA
05.2022 - 06.2024
- Coordinated activities to help clients meet financial objectives to build, preserve, or transition resources by developing individualized plans.
Consultant
Therapeutic Play Foundation
Pasadena, California
01.2024 - 04.2024
- Advised client on nonprofit board recruitment, retention, and engagement
Sales Associate
Tillys
Rancho Cucamonga, CA
06.2021 - 07.2021
- Demonstrated selling experience in fast-paced, service-oriented retail setting.
Account Manager
Dapper Duck Delivery
Ontario, CA
06.2018 - 08.2020
- Communicated with clients to build strong connections and improve account strategy.
Education
MBA -
Washington State University
Pullman, WA04-2026
Bachelor of Science - Finance
Pepperdine University
Malibu, CA04.2024
High School Diploma -
Rancho Cucamonga High School
Rancho Cucamonga, CA05.2020
Skills
- Analyzed project performance data to identify areas of improvement
- Maintained open communication by presenting regular updates on project status to customers
- Managed time efficiently in order to complete all tasks within deadlines
- Worked effectively in fast-paced environments
- Provided positive first impressions to welcome existing, new, and potential customers
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas
- Greeted customers and offered assistance with selecting merchandise
- Portfolio Assessment
- Investment Portfolio Management
- Microsoft Excel
- Research and Analytical Skills
- Problem-Solving
Awards
- Pepperdine University Scholar-Athlete (2020, 2021, 2022, 2023)
- WCC Commissioner's Honor Roll Bronze Honors (2020, 2021, 2022, 2023)
Extracurricular Activities
Trainer, Pepperdine University, Costa Rica, 04/2023, 04/2023, Cared for children of different ages during services and special events. Attended community events and meetings to promote organizational goals. Coordinated activities for children during community events. Volunteer Assistant Coach, Western Christian High School, Upland, CA, 12/2019, 09/2021, Volunteered with the girls soccer team Helped coach the team and organized drills Analyzed strengths and mistakes of opponent teams to improve strategies of game.
Timeline
Consultant
Therapeutic Play Foundation
01.2024 - 04.2024
Client Associate
Duckett Wealth Management
05.2022 - 06.2024
Sales Associate
Tillys
06.2021 - 07.2021
Account Manager
Dapper Duck Delivery
06.2018 - 08.2020
MBA -
Washington State University
Bachelor of Science - Finance
Pepperdine University
High School Diploma -
Rancho Cucamonga High School
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