Highly-motivated team member with a desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills while following codes and procedures. Proficient at working effectively and quickly mastering new skills.
Overview
3
3
years of professional experience
Work History
Financial Services Operations
FOCUS Strategic Solutions
Windsor, California
08.2025 - Current
Assisted operations of an independent retirement and financial-planning firm while completing extensive industry education and professional development.
Assisted with client-service workflows, CRM maintenance, record organization, case follow-up, and general business operations.
Built foundational knowledge of investment products, economics, ethics, fiduciary duties, and state and federal securities regulations.
Material Handler
Keysight Technologies
Santa Rosa, California
03.2025 - 08.2025
Checked incoming materials for quality and count before distribution.
Helped track shipments in logistics software for accurate order management.
Communicated with vendors to confirm order details and fix shipping discrepancies.
Helped organize inventory to keep stock accurate.
Cross trained Agent
American Airlines
Santa Rosa, California
04.2024 - 03.2025
Trained new staff on procedures and customer service standards.
Shared flight schedule details and airport service information with passengers.
Processed reservations and check-in tasks through computer systems.
Supported baggage handling and sorting operations.
Server
Kin
Windsor, California
08.2023 - 05.2024
Assisted guests with friendly service in fast-paced dining setting.
Suggested menu choices based on guest preferences and dietary needs.
Handled cash register transactions and processed payments accurately.
Financial Service Representative at CI Financial Assante Wealth Management InvestmentsFinancial Service Representative at CI Financial Assante Wealth Management Investments