Utilized strong interpersonal skills and financial expertise to successfully open personal and business accounts,resulting in an 87% retention rate.
Partnered closely with wealth management, residential/commercial lending, and treasury management to provide the client with streamlined access to a full suite of services, resulting in a 60% increase in clientele.
Maintained adherence to financial regulatory compliance procedures to assist the organization in mitigating risk and potential policy violations resulting in passing audit checks with no derogatory marks
Executive Assistant
New York Life Insurance Company
Glendale, USA
01.2018 - 06.2022
Spearheaded the creation of marketing materials, such as social media posts, emails, and blog posts, thus reaching over 1,000 new potential clients.
Analyzed user engagement with posts on multiple platforms to assess the effectiveness of campaigns and, therefore, developed more efficient marketing plans.
Collaborated with senior executives, internal clients, and potential consultants, resulting in driving sales initiatives by over 30%.
Education
Bachelor of Science - Business Administration-Concentration in Marketing
University of California, Riverside
Riverside, CA
06-2026
Skills
Website Maintenance
Report creation
Trend Analysis
Event Coordination
Trends Research
Data Analysis
Relationship Building
Team Leadership
Interpersonal Communication
Affiliations
Lancer Business Organization-Treasurer
Send Relief- Global Disaster Volunteer
WyldLife- Middle School Youth Program Leader
Love My Neighbor Foundation- Volunteer Server
Accomplishments
UC Riverside Honors University
Pasadena City College Honors Program
Pasadena City College Deans List
Timeline
District Banker
JP Morgan Wealth Management
03.2023 - 11.2023
Executive Assistant
New York Life Insurance Company
01.2018 - 06.2022
Bachelor of Science - Business Administration-Concentration in Marketing