Kayla Phompanya-Saechao
Hillsboro,OR
Summary
Client-focused professional with financial licensure and experience in high-volume service environments. Combines financial acumen and regulatory knowledge with strong communication skills to manage competing priorities and deliver results.
Overview
5
5
years of professional experience
3
3
Certifications
Work History
Server
Yuki Sushi And Sake Bar
Hillsboro, Oregon
07.2025 - Current
- Provided exceptional customer service in a fast-paced dining environment
- Resolved guest complaints effectively to maintain customer satisfaction
- Accurately recorded orders on cash register and point-of-sale system
Licensed Financial Professional
Ascent Capital Group
Hillsboro, OR
12.2024 - Current
- Develop and implement customized financial plans encompassing investment management, tax strategy, estate planning, and insurance analysis for a diverse client portfolio
- Monitor and rebalance client portfolios in response to market conditions, life events, and evolving financial objectives
- Foster a collaborative team environment that promotes accountability, ethical conduct, and consistent adherence to fiduciary standards
Senior Associate
Sharetea
Beaverton, Oregon
02.2021 - 06.2025
- Supervised and led employees to achieve consistent productivity and high customer service standards
- Resolved conflicts between customers and employees using effective problem-solving skills
- Collaborated with management to establish performance goals and assess progress
Education
Bachelor of Science - Finance
Portland State University
Portland, OR06-2024
Skills
- Financial analysis
- Financial evaluation
- Financial Operations
- Customer relationship management
- Client engagement
- Team leadership
- Problem solving
- Effective communication
Certification
NIPR
Timeline
Server
Yuki Sushi And Sake Bar
07.2025 - Current
Licensed Financial Professional
Ascent Capital Group
12.2024 - Current
Senior Associate
Sharetea
02.2021 - 06.2025
Bachelor of Science - Finance
Portland State University