Summary
Work History
Education
Skills
Generic

Mark Bennett

San Clemente

Summary

Results-driven operations professional with extensive experience in analyzing and interpreting complex data to identify operational inefficiencies. Expertise in leveraging data-driven strategies to streamline processes, enhance productivity, and support strategic decision-making. Proven track record of optimizing operational processes and implementing effective solutions aligned with business goals. Committed to fostering collaboration within teams while adapting to changing needs, ensuring impactful performance and continuous improvement.

Work History

Trust Operations Analyst

First American Trust
01.2025 - Current
  • Analyze trust operations data to support accuracy, compliance, and operational efficiency
  • Perform account reconciliation and financial reviews across trust accounts
  • Evaluate internal procedures and workflows to identify process improvements
  • Utilize Excel-based analysis and reporting to support operational and management decisions
  • Collaborate across teams in a regulated financial services environment

Trust Operations Intern

First American Trust
06.2024 - 09.2024
  • Supported trust administration through account reconciliation and operational analysis
  • Conducted procedure reviews to improve documentation and workflow consistency
  • Assisted with Excel analysis for reporting and operational tracking

Key Holder / Leader

Cole Haan
07.2019 - 12.2019
  • Led daily store operations including opening/closing, cash management, and deposits
  • Trained and mentored new employees, supporting team readiness and performance
  • Managed inventory flow and loss prevention procedures

Sales Associate

Cole Haan
12.2018 - 12.2019
  • Delivered consultative sales support and customer service
  • Processed in-store and online orders; received and stocked inventory

Education

B.S. - Business Administration, Finance

California State University, Long Beach
Long Beach, CA
12.2024

A.S. - Business Administration

Saddleback College
Mission Viejo, CA
12.2022

Skills

  • Financial & Business Analysis
  • Advanced Microsoft Excel, Word, PowerPoint, Access
  • Data Analysis & Reporting
  • Process Improvement & Operations Analysis
  • Leadership, Training & Team Collaboration
  • Ethical Decision-Making in Financial Services
Mark Bennett