Supported the financial advisor/regional leader by managing all aspects of daily office operations, answering phones, making financial review appointments, processing financial transactions and creating financial reports for clients, paying bills, planning client and regional events, as well as handling communication with other branches in the region.
From 8/2017 - 2/2019, went to on-call status, filled in for other Branch Office Administrators (BOA) during vacations and illnesses
Supported the financial advisor of those branches by managing all aspects of daily operations in the absence of their BOA.
Travel Consultant/Owner
Vacations To Paradise
Kenmore, WA
08.2010 - 02.2021
Worked with a host agency as an independent contractor, researching and booking vacation packages through a variety of vacation suppliers
Specializing in Hawaii, as well as booking Mexico and Arizona, provided clients with the best options that fit their budget and their desired vacation experience
Provided concierge type service, recommending activities, shopping, and dining options based on my own personal travel experience
Filmmaker/Owner
Cerulean Blu Entertainment
Kenmore, WA
02.2018 - 12.2020
Produced an award winning short film "Swipe Right"
As the executive producer, funded and managed all aspects of pre- production, filming, budgeting, communications, social media marketing, accounting and post-production