Sabreena Guvero Rivera
Lancaster,CA
Summary
Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment. Personable candidate committed to helping clients meet financial goals. Extensive experience developing and implementing investment strategies tailored to clients' individual needs and objectives. Passionate about providing sound financial advice and helping clients reach financial goals.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Benefits Payment services
Northern Trust Corp.
11.2023 - Current
- Maintained accurate records of all transactions, contributing to organized and efficient operations.
- Facilitated timely payments by diligently tracking invoices and following up on outstanding balances.
- Ensured regulatory compliance through ongoing training on relevant laws and guidelines pertaining to payment services.
Home Care Provider
In Home Supportive Services
Lancaster, CA
09.2016 - 03.2023
- Assisted patients with dressing, grooming and feeding needs, helping to overcome, and adapt to mobility restrictions.
- Assisted patients with handling daily chores and errands by transporting to appointments, cleaning personal spaces, and purchasing supplies.
- Delivered high-quality care under pressure in emergency situations, ensuring the safety of both the patient and caregiver team members present at those times.
Call Center Representative
Northrup Grumman Federal Credit Union
08.2021 - 02.2023
- Educated customers on banking products, enabling them to make informed decisions about their finances.
- Balanced cash drawers accurately at the end of each shift, minimizing discrepancies in financial records.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
Amazon Learning Site Trainer
Amazon.com
08.2020 - 08.2021
- Provided one-on-one mentoring to help individuals reach their full potential within the organization.
- Stayed current on industry trends and advancements, incorporating new techniques into existing training programs as needed.
- Reduced errors in payroll calculations, ensuring compliance with federal and state regulations.
- Completed clerical tasks such as filing, copying, and distributing mail.
Education
Bachelors - Businesses Marketing
Charter College - Lancaster
Lancaster, CA11.2021
Associate Of Business Administration - Business Administration
Charter College - Lancaster
Lancaster, CA06.2020
Skills
- Financial Management
- Account updating
- Auditing proficiency
- Database Management
- Management accounting
- Work Coordination
- Billing and Invoicing
- Microsoft Office
- General accounting
- Customer Service
- Customer service support
- Patient Safety
- Elderly Care
- Problem-Solving
- Cash handling expertise
- Financial product knowledge
- Banking Software Familiarity
Certification
- CPA - Certified Public Accountant
- PMP - Project Management Professional
Timeline
Benefits Payment services
Northern Trust Corp.
11.2023 - Current
Call Center Representative
Northrup Grumman Federal Credit Union
08.2021 - 02.2023
Amazon Learning Site Trainer
Amazon.com
08.2020 - 08.2021
Home Care Provider
In Home Supportive Services
09.2016 - 03.2023
Bachelors - Businesses Marketing
Charter College - Lancaster
Associate Of Business Administration - Business Administration
Charter College - Lancaster