Summary
Overview
Work History
Education
Skills
Timeline
Generic

Michael Winston

Fairfield,CA

Summary

Dedicated and adaptable professional with a proactive attitude and the ability to learn quickly. Strong work ethic and effective communication skills. Eager to contribute to a dynamic team and support organizational goals. Proven track record of delivering high-quality results in fast-paced environments. Capable of managing multiple tasks efficiently while maintaining attention to detail and a positive approach.

Overview

6
6
years of professional experience

Work History

Branch Associate

ROMAR Wealth Mangement
Oakland, CA
11.2024 - Current
  • Delivers exceptional client service by addressing inquiries, resolving issues, and fostering strong relationships with high-net-worth clients, achieving a high satisfaction rating.
  • Managed daily branch operations, including account maintenance, transaction processing, and compliance adherence, ensuring seamless and efficient workflows.
  • Collaborated with financial advisors and senior management to support client onboarding, portfolio reviews, and cross-selling opportunities, contributing to branch revenue growth.
  • Demonstrated strong organizational and multitasking skills by balancing administrative support with proactive problem-solving to meet client and branch needs effectively.
  • Assisted in preparing client reports and financial presentations, ensuring accuracy and clarity to support informed decision-making by clients and advisors.

Welding Assistant

Fabrication Arts
Fairfield, CA
12.2020 - Current

• Prepare workpieces for welding by cleaning, grinding, and measuring materials according to welder specifications.

• Assist the welder in setting up welding equipment, and ensuring the proper settings and safety measures.

• Held and positioned materials for welding using clamps, jigs, and fixtures to facilitate accurate and efficient welding operations.

• Handle and transport materials and finished products safely within the workshop.

• Conduct basic welding tasks under supervision, including tack welding, and spot welding.

• Inspect welded joints, and assist in quality control checks to ensure adherence to welding standards and specifications.

Maintain cleanliness and organization of work areas to promote a safe and efficient work environment.

• Follow safety protocols and procedures to prevent accidents and injuries during welding operations.

• Communicate effectively with team members to coordinate workflow and ensure the timely completion of projects.

• Assist in the maintenance and repair of welding equipment and tools to ensure the best possible performance.

Safety Specialist

Shimmick Construction
Oakland, CA
08.2020 - 11.2023
  • Established and maintained a safe and secure work environment for all personnel within the Transbay Tube.
  • Documented detailed records of workers and BART personnel entering upper gallery hatches, including task assignments, locations, and adherence to operational work limits based on activity type.
  • Monitored and assessed air quality levels, ensuring compliance with acceptable standards for oxygen, carbon dioxide, nitrogen, and helium.
  • Enforced compliance with Bay Area Rapid Transit's ORP Manual, promoting awareness of potential hazards such as high-rail vehicles, inspectors, and other risks.
  • Maintained a comprehensive log of all activities, incidents, and irregularities occurring during shifts.
  • Responded swiftly and effectively to emergencies, including fires, medical situations, and security breaches.
  • Conducted safety training for new personnel, covering critical security protocols and emergency response procedures.
  • Reviewed and updated emergency response plans and procedures to enhance preparedness.
  • Performed site inspections and audits, documenting findings, and recommending corrective actions to address safety concerns.

Sales Associate

Living Spaces
San Jose, CA
02.2019 - 02.2020
  • Stepped into a significant leadership role, training numerous new employees on product knowledge and guest engagement, while also managing follow-up calls, lead generation, and customer escalations with professionalism and efficiency.
  • Efficiently managed customer information in the POS system daily, seamlessly guiding guests through various product options.
  • Assisted customers in selecting high-quality products tailored to their individual preferences.

Education

Bachelor of Science - Business

San Jose State University
San Jose, CA
05-2024

Skills

  • Effective Communication
  • Strategic Management
  • Contract Negotiation
  • Data Entry & Spreadsheet Management
  • Basic Accounting
  • Investment Analysis
  • Market Research & Analysis
  • Ability to Manage Projects
  • Performance Tracking
  • Execute Policy/Directives
  • CRM Experience
  • Foster Teamwork
  • Rail Safety, Operations, Signaling
  • Strategic Planning & Execution
  • Hazard identification
  • Fall protection
  • Crisis management
  • Documentation skills
  • Manual handling

Timeline

Branch Associate

ROMAR Wealth Mangement
11.2024 - Current

Welding Assistant

Fabrication Arts
12.2020 - Current

Safety Specialist

Shimmick Construction
08.2020 - 11.2023

Sales Associate

Living Spaces
02.2019 - 02.2020

Bachelor of Science - Business

San Jose State University
Michael Winston